Recurring Debt/Credit Types act as placeholders in the Work tab.  In the Advanced Info options of the Debt/Credit, you set a time for a specified amount to recur.  When the time comes for the amount to recur, it will appear as a separate expense type amount.

When first setting up a recurring debt/credit and you want to create an invoice right now, the separate debt/credit may not appear.  Press the Alerts Icon and Studiometry will check for recurring debt/credits for all projects.

If your recurring debt/credit does not appear and cannot be placed in an invoice, it means a setting is not ON.

Below I have listed a series of steps to help evaluate why your Recurring Debt/Credit is not showing up.  You will not have to repeat of these steps every time you set one up.


PREFERENCES AND DEBT/CREDIT CATEGORIES
Step  1.)  Preferences > Categories > Debt Credit Types.
Click on the Preferences Icon in the top left-hand corner of the Studiometry main window.  When the Preferences window appears, select the Categories tab.  Now look at the Debt/Credit types you have set up.  Locate the Debt/Credit type that you would like to Recur.

Step 2.) Preferences > Categories > Debt Credit Types > Recurring YES
Click on the Debt/Credit type that you would like to Recur.  Is the Recurring field set to Yes?  If not, set it to YES.


SET UP RECURRING DEBT/CREDIT IN PROJECT'S WORK TAB
Step 3.) Choose a Project > Work tab > [+] plus button Add New Debt Credit
Navigate to the Project you wish the set the Recurring Debt/Credit for.  Move to that project's Work tab.  Click the [+] plus button to add a new debt/credit.

Step 4.) Project > Work tab > Edit Debt Credit window > Basic Info > Select Debt Credit Recurring Type
Double-click on your new debt/credit.  The Edit Debt/Credit window will appear.  In the Basic Info Section, select your Recurring Debt/Credit type in the TYPE field.

Step 5.) Project > Work tab > Edit Debt Credit window > Advanced Info > Recurring Options.
While in the Edit Debt/Credit window, move over to Advanced Info section.
In the Recurring Options fields select:
--Recur Every:  Fill out how often it recurs, monthly, yearly, or daily.
--Creation Type:  What do you want the expense debt/credit that will appear to be labelled as?
--Recur Amount:  Set the amount you wan the debt to be.
--Select the beginning date.  If you have it set to monthly, August 1st, it will recur again 1 month later.

When every thing is set, PRESS OK.

Step 6.)  Project > Work tab > Press Alerts Icon
Studiometry periodically checks if Recurring Debts need to recur and performs this action (settings must be correct for this to happen as you wish).  However, when first starting this process a user may need to create an invoice now, containing the reiurring debt/credit.  Click on the Alerts Icon or Alerts window (Window > Alerts Window) to force Studiometry to check for Recurring Items.

If you watch your project's Work tab you will see the item appear in the list.