Recurring AP Invoice/ACH Payment

Would like to be able to create monthly recurring invoice batches for payments made each month for the same amount, for example, leased equipment payments and monthly service contracts. It would also be helpful to be able to do batches for the ones paid each month with variable amounts, like utility bills and insurance premiums that vary due to enrollment changes, etc.

  • Guest
  • Aug 10 2020
  • Needs review
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  • Guest commented
    23 Feb 03:45pm

    We rely on recurring invoices for monthly leases, utilities, advertising as well as annual pledges. I do not understand how we would track and generate recurring invoices without the recurring invoice option. Would recurring invoices be tracked in Excel? Please support the recurring invoices in Web Version. Thank you@!

  • Kristin Gilbert commented
    7 Apr, 2021 08:11pm

    Yes, this would be very helpful. I would like the option to have these invoices go through the expense management approvals as usual, but the option for them to auto-generate or have some sort of reminder built into NXT. I would also like to have this option for invoices that change amounts but that we need to pay every month, so that invoices are auto-generated but with an option to edit before submitting the final invoice.