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Create a Recurring Bill

Build the bill template, choose the rhythm, and decide whether each generated bill waits for a human.

The schedule is the decision worth pausing on, because everything a profile raises still has to be opened by somebody before it reaches the ledger.

The New Recurring Bill screen. Vendor holds a required vendor name, VAT and tax treatment, a GBP currency and the billing and shipping addresses, both reading Select a vendor first. Recurring Profile holds a required profile name, a Repeat Every field set to 1 Month(s), a required start date, an Ends On date with Never Expires ticked, and an Automatic Generation checkbox reading Generate bills automatically on schedule, noted as raising each bill as a draft to be opened before it posts. Accounts Payable, a required expense account, Terms of Payment set to Due on Receipt and a rate list follow.
Generated bills arrive as drafts. Nothing posts to the ledger until somebody opens one.

Set one up

  1. Build the bill template

    Vendor, lines, accounts and tax as for a one-off bill.

  2. Choose the frequency and dates

    Including an end condition if the contract has a term.

  3. Decide whether it generates on its own

    Leave Generate bills automatically on schedule ticked and the profile raises each bill for you. Clear it and the profile becomes a template you draw from by hand.

  4. Activate

    Bills generate from the next scheduled date. A draft profile generates nothing.

Ending a profile

SettingEffectRight for
Never ExpiresRuns until you stop it.Rolling agreements. Review these annually.
Ends OnExpires on that date.A contract with a term.
Automatic generation offNothing is raised until you act.Amounts that change every cycle.

The drafts a profile leaves behind are ordinary bills, so your usual approval routine applies to them unchanged.

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