A recurring bill is a bill that Haibooks will automatically generate regularly over a specified period of time. Recurring bills are convenient to use when, for instance, you purchase services or products on a regular basis. Learn how to manage Bills and how to manage Bills Credit Notes.
How do I Add a Recurring Bill ?
Select Purchases from the sidebar menu and then Recurring Bills from the drop-down menu.
Click on Add New at the top right of your bills and then select Add Bill.
Learn about how to complete the form details of a bill here.
Select Set Up Recurring Bill. Learn how to complete the fields here.
Select Save when finished.
Select Save and Approve to finish the recurring bill. The system will display it under the Recurring Bills tab.
How do I View and Edit a Recurring Bill ?
Select Purchases from the side bar menu and Recurring Bills from the drop-down menu.
Select the recurring bill you wish to view or edit.
Select Edit Recurring Bill.
Make your changes and then select Save and Approve.