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Automation Schedule for a Recurring Transation

  • July 22, 2026
  • 2 replies
  • 56 views
Varsity III
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I have created a Recurring Transaction to create an Invoice for Monthly Rent. I am trying to create an Automation Schedule for this specific recurring transaction but I don’t have any invoices created. 

 

 

I set the schedule to run today, and the automation schedule appears to have executed successfully. However, it didn't process any documents.

I'd appreciate any guidance on what I may have missed in my setup. Thank you in advance for your time!

 

2 replies

Captain II
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  • jzhu
  • Captain II
  • August 24, 2026

Hi - Can you share screenshots of the automation schedule that you have set up please? 

    nickcerri32
    Captain II
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    • nickcerri32
    • Captain II
    • September 16, 2026

    ​@Crisel If you haven’t found a solution to this, I was able to run a similar scenario that worked.  Mine is for the AP version of Generate Recurring Transactions (AP504000), but the concept is the same.  Without seeing your Automation Schedule configuration, it’s hard to say what the issue is.  However, this configuration below worked the first time.  

     

     

    Nick - If we helped give us a Like. If we answered your question, select the Best Answer option.
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