1. Add a Recurring Bill
To add a new recurring bill:
Select Recurring Bills from the drop-down menu of Purchases.
Click on Add New at the top right of your bills and then select Add Bill.
4. Complete the form details. The mandatory fields are contact, currency, duration, and frequency. Select Set Up Recurring Bill.
Enter more details about the recurring bill:
To add an extra item, select Add Item.
To delete an item, click on the button at the end the item you wish to delete.
5. Select Save and Approve to finish the 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:
Select Recurring Bills from the drop-down menu of Purchases.
Select the entry you want to view or edit from the Document No. column.
Select Edit Recurring Bill.
Make your edits and then select Save and Approve to save your changes.
Please note that you can only edit a recurring bill if it has no payments allocated to it.