Recurring Payments (Invoices)
Recurring payments, also known as recurring invoices may be established for transactions of fixed amounts that occur at regular intervals (e.g., monthly, semi-annually), over a specific period (e.g., one year). Utility payments, which may vary in amount billed may also be set up as recurring payments.
- Accounts Payable (AP) only establishes recurring payments for future-based payments
- Requests to establish a recurring payment may be submitted to the Finance Support Center (FSC) at askfinance@yale.edu
Order of Work | Action to Take | Essential Process Details/Helpful Tips |
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1 | Gather Information |
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Order of Work | Action to Take | Essential Process Details/Helpful Tips |
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1 | Submit a request to establish a recurring payment |
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Order of Work | Action to Take | Essential Process Details/Helpful Tips |
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1 | Submit a request to edit/cancel a recurring payment |
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Order of Work | Action to Take | Essential Process Details/Helpful Tips |
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1 | Run reports as needed |
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If You Need To: | Request the Following Role: |
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Submit a Request | No role required |
Approve |
Speak to your supervisor regarding the appropriate dollar threshold for this role. |
Monitor/Run Report(s) |
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