# Recurring payments and statutory configuration ## Overview A recurring payment is a payment record that carries its payment details, dates, journal, and recurring-entry lines. A recurring template holds the journal and recurrence settings used for a recurring-payment setup. | If you need to… | Go to… | | --- | --- | | Check access to the accounting menus | [Before you start](#before-you-start) | | Reach an existing recurring payment or template | [Find recurring-payment records and templates](#find-recurring-payment-records-and-templates) | | Identify fields, entries, lists, and state controls | [Understand the recurring-payment screens](#understand-the-recurring-payment-screens) | | Check which state or access rule applies | [Configure access and handle state branches](#configure-access-and-handle-state-branches) | | Troubleshoot a wrong page, empty page, or expired session | [When the recurring-payment surface does not open](#when-the-recurring-payment-surface-does-not-open) | | Configure statutory electronic invoicing | [Configure electronic invoicing and local reporting](doc:admin-electronic-invoicing-and-local-reporting) | Statutory configuration belongs on the mirrored electronic-invoicing page, not on this page. ## Before you start **Prerequisites** - You have an account user or account manager role. Those groups control access to the recurring-payment menus. - You are signed in with an active session before opening either list. If **Recurring Payment** opens the settings page instead of the list, return to **Accounting**, open **Configuration**, and choose **Recurring Payment**. If the session-expired message appears, follow the steps in [When the recurring-payment surface does not open](#when-the-recurring-payment-surface-does-not-open). ## Find recurring-payment records and templates A recurring-payment list is where you locate payment records; a recurring-template list is where you locate recurrence setups. **Prerequisites** You have the access described in [Before you start](#before-you-start). **Steps** 1. Open **Accounting**, then **Configuration**, and choose one destination from the table. | If you need to… | Choose… | | --- | --- | | Open payment records | **Recurring Payment** | | Open recurrence setups | **Recurring Template** | **Result:** The selected recurring-payment list or recurring-template list is on screen. ## Understand the recurring-payment screens A recurring-payment screen combines record details with recurrence information and, for a payment record, a Recurring Entries area. A recurring-template screen groups the journal and recurrence settings used by that template. | Surface | What it contains | | --- | --- | | **Recurring Payment** | Payment details, dates, journal, recurrence information, and a description area | | **Recurring Entries** | Entry rows and **Create Payment** | | **Recurring Template** | Journal and recurrence settings, company information, and a description area | The **Recurring Entries** area does not permit creating, deleting, or editing rows. The state controls are **Done** and **Set To Draft** on a recurring payment, **Confirm** and **Set To Draft** on a recurring template, and **Create Payment** on a recurring-entry line. ## Configure access and handle state branches Use the record state shown by the status bar to determine which state control is available. The following branches apply: | What you need to do | Condition to check | Control | | --- | --- | --- | | Complete a draft recurring payment | The payment is in draft | **Done** | | Return a completed recurring payment to draft | The payment is done | **Set To Draft** | | Create a payment from a recurring-entry line | The line is not done | **Create Payment** | | Confirm a draft recurring template | The template is in draft | **Confirm** | | Return a completed recurring template to draft | The template is done | **Set To Draft** | **Prerequisites** You have an account user or account manager role, and the record is in the state required by the control you need. **Steps** 1. Open the relevant record from its list. 2. Read the state in the status bar. 3. Select the control whose condition matches that state. **Result:** The available state control matches the record state. If the list or control is not on screen, continue to [When the recurring-payment surface does not open](#when-the-recurring-payment-surface-does-not-open). ## When the recurring-payment surface does not open Use this table when the page does not show the recurring-payment list or template list. | What you see | What it means | What to do | | --- | --- | --- | | The browser lands on `/web` instead of the recurring-payment list. | The requested recurring-payment surface is not open. | Open **Accounting**, then **Configuration**, and choose **Recurring Payment** again. | | The page is empty and no controls or buttons are visible. | The recurring-payment list is not on screen. | Return to the **Accounting** > **Configuration** menu and reopen the destination. | | `Sherkety ERP Session Expired` | The session has expired. | Select **Close**, sign in again, and reopen the destination. | | `Your Sherkety ERP session expired. The current page is about to be refreshed.` | The current page is being refreshed after session expiry. | Select **Close**, sign in again, and reopen the destination. | If the page shows **Menu Style**, **Font Type**, **Preloader Option**, **Theme Colors**, **Brand Color**, **Background Color**, **Sidebar Color**, or **Chatter Position**, you are on the settings page. The settings page also has **Save** and **Reset To Default**. Return to **Accounting**, open **Configuration**, and choose **Recurring Payment**. **Result:** You know whether the requested recurring-payment surface was reached or which access, route, empty-page, or session condition stopped it. ## Know what is next Statutory configuration is covered in [Configure electronic invoicing and local reporting](doc:admin-electronic-invoicing-and-local-reporting). **Result:** Statutory work has a separate destination, and recurring-payment actions remain subject to the state and access conditions above.