If you want to define an incoming or outgoing invoice as a standing order or recurring invoice, use the settings described here.
Prerequisite
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.
When entering an incoming invoice, you have the option to change the payment terms so that future/scheduled invoices adopt them.
In the toolbar, under Tools, you will see a new entry: “Adjust Payment Terms.” When you click this, you will be prompted to enter the payment terms and payment method.
These adjustments will be applied to future invoices. Invoices that have already been generated and posted remain unaffected.
Tip: When entering an incoming invoice, you can change the payment terms so that future/planned invoices adopt them.
In the toolbar, under Extras, you will find the option “Adjust Payment Terms.” Clicking this will prompt you to enter the payment term and payment method.
These adjustments will be applied to future invoices. Invoices that have already been generated and posted remain unaffected.
Note: Any invoice items that differ from the monthly standard must be entered separately; otherwise, when generating 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 controlled in the "Dates" section of the scheduled invoice. They are automatically populated with the invoice date equal to the posting date and can then be manually changed to the desired
posting month. This allows invoices generated from recurring obligations—such as rent—to be paid in advance and still posted in the correct month.