Posting AP Recurring Invoices

Posting AP Recurring Invoices (Trimble: Post Recurring Invoices) generates invoice batches from templates maintained in Setting Up AP Recurring Invoices. After Post, you finish the batch in AP Batch Process the same way as other AP entry batches.

Trimble Post Recurring Invoices and Processing Recurring Invoices how-tos were read clean on the 2026-09-09 pass. Generic Forms pages were skipped (captcha magnets), so this article documents the filter → Update → optional edit → Post → Batch Process path that is confirmed.

Before you start

• Recurring invoice templates already exist in AP Recurring Invoices with frequency, posting limits, and line coding set. See Setting Up AP Recurring Invoices.
• You know which Frequency Code values (and optionally which vendors / invoice numbers) should run this cycle.
• You have permission to create or reuse an AP month/batch and to process through AP Batch Process.

Steps

Select what to generate

1. Open Post Recurring Invoices.
2. Select Frequency Code values. Use Ctrl-click to select multiple nonconsecutive frequencies in one run.
3. Optionally restrict by:
   • Vendor
   • Invoice number range (requires Vendor; leave the invoice range blank to select all recurring invoices for that vendor)

Update the batch grid

4. Update populates the Month / Batch # batch and the posting grid with matching recurring invoices. Double-check filters before Update so you do not generate an unintended set.
5. Before final process, open that batch in AP Transaction Entry to edit lines if needed.
6. On the posting grid, Delete / OK removes an individual invoice from this run without clearing the whole batch.

Post and process

7. Post opens AP Batch Process. Process the batch there (validate / preview / Post). AP Batch Process is also reachable from AP Programs / Post / File menu.
8. After process, review Recurring History on the template for last posted date, sequence number, and total invoiced to date.

Notes

• Clearing an existing batch clears its other invoices too. Do not clear casually when the batch already holds work you need.
• Frequency multi-select and vendor/invoice filters are independent enough to over-generate; confirm the grid after Update before Post.
• Related: Setting Up AP Recurring Invoices, AP Transaction Entry, Paying AP Invoices.