Recurring invoices

in Stampli Invoice Processing

Automate invoice creation and processing for frequent, recurring bills.

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The old way: Lacking a paper trail

Many recurring bills aren’t accompanied by a formal invoice from the vendor. This forces AP teams to manually create a new invoice each billing cycle, enter all the details, and track down related documentation. Recurring invoices can easily be forgotten, paid late, or processed inconsistently without a system to automate them.

Stampli’s approach

Stampli’s intuitive recurring invoice generator makes it simple to create and schedule recurring invoices. All your supporting documentation can be stored with the recurring invoice record. Each generated invoice appears automatically in Stampli for coding and approval. The result is easier management, complete documentation, and faster processing of your recurring bills.

Key features

Create recurring invoices

Built-in invoice generator lets you create invoices for recurring bills.

Code in advance

Pre-define invoice fields like vendor, amount, GL coding, and more.

Identical AP workflows

Invoices that are generated on recurring schedules automatically appear in the “New Invoices” tab for processing.

Full vendor documentation

Attach supporting documents like contracts, W9s, timesheets, etc.

Create internal documentation

Stampli users can create documentation or notes that explain the charge, and attach it to each new invoice as its generated.

Complete audit trail

Visibility into invoice history, activity, and interactions.

FAQ

Can I create recurring invoices for any type of bill?

Yes, you can use Recurring Invoices for any vendor or bill that occurs on a repeating basis, such as monthly rent, quarterly tax payments, annual subscriptions, and more.

How do I ensure recurring invoices get paid on time?

Recurring invoices automatically flow into your “New Invoices” list in Stampli based on the schedule you set. From there, they go through coding and approval steps just like your other invoices, so they get processed and paid promptly

What if the amount of my recurring invoice changes?

You can adjust the amount or any other details on individual recurring invoices after they are generated. The recurring invoice record will retain your original settings for future invoices.

Can I attach supporting documents to recurring invoices?

Yes, you can attach any relevant contracts, W9s, or other documentation directly to the recurring invoice record. Those attachments will be included with each invoice that gets automatically generated.

Is there a limit to how many recurring invoices I can create?

No, you can create as many recurring invoices as needed in Stampli to cover all of your recurring bills and charges.

Can I see a history of all the recurring invoices that have been generated?

Yes, the vendor’s record shows a complete history of every invoice that has been generated, along with key details and dates for each one. You’ll have full visibility and an audit trail.