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How to Create Recurring Supplier Invoices in Sage X3

Users may have certain expenses that are made on a weekly or monthly basis such as rent. Sage X3 allows you to setup recurring invoices which lessens data entry each billing period and allows more time for other tasks.
Using the steps below you can setup a recurring supplier invoice.

In this example we will setup a recurring rental expense invoice. This invoice will be generated easily each month.


  1. Go to A/P-A/R accounting > Invoicing > Recurring supplier invoices
  2. Create a new recurring invoice.
  3. Select an ‘Invoice number’ of a past monthly rent invoice that can be used as a template.
  4. Enter the ‘Start Date’ and ‘End Date’.
  5. I have selected Monthly for the ‘Frequency’.
  6. In the ‘Monthly’ section enter the day of the month that you are going to process the recurring invoices.
1- Recurring Supplier Invoices

  1. Go to A/P-A/R accounting > Invoicing > Recurring invoice creation.
  2. Select ‘Supplier BP Invoice’.
  3. Use the ‘Criteria’ section to filter the recurring invoices for processing.
  4. Select the ‘Invoices until’ date and ‘Accounting date’.
  5. Click ‘OK’ when you are ready to generate the invoices.
  6. A log will display the invoices that were generated.
Recurring Invoice Creation

You can view the invoice numbers that were generated in the recurring supplier invoices setup in the ‘Generated Invoices’ section.

3-Generated Invoices
Tagged With: Sage X3, How-To
LeeAnn Segan

Written by LeeAnn Segan

LeeAnn Segan is an ERP Support Specialist with RKL eSolutions LLP. She supports Sage 500 ERP and Sage X3. LeeAnn specializes in the financial and distribution modules. Her background includes managing distribution and warehousing for ecommerce based companies. When not working, LeeAnn enjoys working out, volunteering with groups that support special needs, and spending time at the beach with family and friends.

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