AP Recurring Invoice List
Posted August 18, 2026
An AP Recurring Invoice List is the Record List of recurring AP invoice records. It is available at Finance > AP > Recurring Invoices. You need the FinanceAP Full or FinanceAP Read role.
A recurring invoice is a template for an AP invoice that the school receives on a schedule, such as monthly rent. Each invoice created from it is an ordinary AP invoice.
The list shows the recurring invoices of the ledger selected at the top of the Finance module. By default it shows the recurring invoices that still have invoices to create, which are those with a Next Gen Date that is not after their Gen Until Date. The include all checkbox adds the rest.
Column explanations:
# is the Invoice # entered on the recurring invoice. It is the Invoice # offered for each invoice created from it.
Total is the sum of the recurring invoice's items, each item's price multiplied by its quantity.
Next Gen Date is the date of the next invoice to be created. That invoice reaches the general ledger on this date, because it becomes the invoice's Post Date. It is blank when no more invoices will be created. Rows are highlighted once the Next Gen Date is today or earlier, which means an invoice is waiting to be created.
Gen Until Date is the last date an invoice can be created for. It is blank when the recurring invoice has no end date.
Note is the Vendor Memo entered on the recurring invoice, which is copied to each invoice created from it. It appears only on the mail merge documents and email templates your school builds to include it.
Id is the system identifier assigned to the recurring invoice.
Search fields worth knowing:
Accounts Payable Description and Accounts Payable Number find the recurring invoices whose invoices post to an accounts payable account, by the account's description and by its number.
Generate Invoices Until Date searches the Gen Until Date column.
Is Overdue searches with Yes or No for whether the Next Gen Date is today or earlier.
Next Generation Date searches the Next Gen Date column.
Recurring Invoice Id searches the Id column.
Vendor Id finds the recurring invoices of a vendor by the vendor's system identifier.
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