Recurring Vendor Bill

Recurring Vendor Bill allows you to setup and maintain vendor bills that occur on a scheduled periodic basis, such as monthly service or maintenance fees.

1.  Enter recurring bill information and click on Save to save the recurring vendor bill template. See Bill documentation for a detailed explanation of each field on the Recurring Vendor  Bill application.

NOTE: A unique Recurring No. is required for each recurring vendor bill.  If you leave the field blank, when you save the recurring vendor bill, the next available number will be assigned an id with "RB" as a prefix and by adding one to Last Recurring Vendor Bill in the Company Setup - Document Tab.

2. Use Schedule to setup the recurring bill cycle information such as the number of billing cycles, day of month or week and when to start the recurring billing.

3.  Use Generate Recurring to create all of the bills for a recurring vendor bill template. See also,   Generate Recurring Vendor Bills for an explanation of generating one bill at a time.

4.  Use Apply Changes to update any of the open or future bills for the recurring vendor bill template with any modifications that you make to the template, after Generate Recurring has been processed.

5.  Use Find Recurring Vendor Bills to locate and retrieve an existing recurring vendor bill template.

6. Click Reports in the Toolbar to display the selection screen for the Recurring VB Bill History report.  The Recurring Bill ID will default to the Recurring No. you are currently viewing.  Click Preview to view a list of the  bills generated from the recurring vendor bill template. Drilldown to the bill details is also provided.

See also, Currency and Recurring Vendor Bill screen.