1. Add a Recurring Bill

To add a new recurring bill:

  1. Select Accounts from the sidebar menu and then Purchases from the drop-down menu.
  2. Select Add and then select Recurring Bill.

   4. Complete the form details. The mandatory fields are contact, currency, duration, and frequency.

Enter more details about the recurring bill:

  • To add an extra item, select Add Item.
  • To delete an item, select x next to the item.

5. Select Save to create a recurring bill. hAIbooks will display it under the Recurring Bills tab.

2 View or a Edit Recurring Bill

To view or edit a recurring bill:

  1. Select Accounts from the sidebar menu and then  Purchases from the drop-down menu.
  2. Select the entry you want to view or edit from the Document No. column. 
  3. Select Edit from the Bill Information tab.
  4. Make your edits and then select Save to save your changes.

Please note that you can only edit a recurring bill if it has no payments allocated to it.

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