If you want to define an incoming or outgoing invoice as a standing order or recurring invoice, configure the setting described here.
Prerequisites
The invoice record exists
Procedure in the FM Portal
Path to the starting point: Property Management - Property Accounting/Cost Entry - Incoming Invoices - Incoming Invoices
Path to the starting point: Property Management - Property Accounting/Cost Entry - Outgoing Invoices - Outgoing Invoices
Open the invoice you want to mark as a recurring or periodic invoice.
In the Dates section, select the Recurring Invoice (Incoming Invoices) or Periodic (Outgoing Invoices) checkbox.
Save the record. After the update, the Create Recurring Dates section will appear.
Define the invoice dates.
Click Create Dates.
The invoice has been defined as a recurring invoice, and the invoice dates are displayed in the List of Recurring Invoices for this template section.
Note: Any invoice items that vary by month must be entered separately; otherwise, when creating recurring invoices, a copy of the invoice items from the original invoice will be used.
Note: To enable automatic invoice generation from the recurring invoice, the recurring invoice must be approved. Once a recurring invoice has been approved, the amount is automatically billed according to the defined dates. This allows the amount to be transferred monthly to external financial accounting or to SEPA payments (via eTASK.Payment) without the need for manual generation of the amount.
Note: In the invoice record, the invoice dates can be managed in the "Dates" section of the scheduled invoice. They are automatically populated with the invoice date set to the posting date and can then be manually adjusted to the desired posting month. This allows invoices generated from recurring obligations—such as rent—to be paid in advance while still being posted in the correct month.
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