Creating and Scheduling Recurring Bills
To create and schedule recurring bills, perform the following steps:
1. Navigate to Payers dashboard.
2. On the All tab, select the payer you want to create the recurring bill for.
The Payer overview page appears.
3. From the left panel, under Accounts Payable, select Bills.
The Bills page appears.
4. From the Create Bill list, select Recurring Bill.
The Create Recurring Bill page appears.
5. Drag and drop or upload invoice to create recurring bill.
Or
Enter the Vendor and Bill details manually.
Note: Instead of manually entering details, uploading the invoice will automatically extract and fill in all the relevant information into the respective fields, saving time and reducing errors.
6. Select the vendor from the Vendor list.
7. Enter the mailing address details in the Mailing Address box.
8. Under Recurring Schedule:
a. Select the start date.
b. Select how often the bill should be created.
c. Select the end date.
9. Under Bill Details:
a. Enter the bill number in the Bill Number box.
b. Select the bill and due dates.
c. Enter the description in the Description box.
10. Under Items:
a. Enter the item details in the Item Details box.
b. Select the GL account from the GL Account list.
c. Enter the amount in the Total Amount box.
11. (Optional) Click Add Item to add new item details.
12. (Optional) Enter if there is any adjustment amount in the Adjustments box.
13. Select the payment method. For example, ACH or Check.
14. If you select ACH, select the bank account from the existing bank accounts or click Add New to add a new bank account.
Or
If you select Check, then select the Payer’s bank account, and then enter the check details and Vendor’s mailing address.
15. (Optional) Under Upload Documents, drag and drop or browse and select the files.
16. (Optional) Click Save as Draft to save the recurring bill as draft.
17. (Optional) Click Save, and then select Save & Add New to save the newly created bill and create a new recurring bill.
18. Click Save, and then select Save & Close to save the newly created recurring bill.
The recurring bill is successfully created and scheduled for bill payment and is displayed under the Recurring Bills tab.