In Haibooks you can set up a recurring bill in two different situations : either when you are creating a new bill or if you are editing an existing one. Learn how to Create a Bill and managing Recurring Bills.

How do I set up a recurring bill ?

While creating a new bill or editing an existing one :

  • Click on Set up Recurring Bill.

Frequency Settings

  • Description : give a description to help you identify the recurring bill.

  • Duration : you can select the duration of your recurring bill. If you select Indefinitely then the recurring bill will occur indefinitely. If you select Number of times then you have to indicate the number of times the bill will occur. If you select Specific Date you can choose the date of the last recurring bill.

  • Frequency : select the frequency of the recurring bill. It can be annually if you want a bill once a year. It can be monthly and then you must select the date of the month. It can be weekly and then you must select the day of the week. And the custom feature will allow to specifically set the frequency of the bill, for example if you select three then you will have the bill every three days.

  • Start Date : select the date for the first bill of the recurring bills

At the bottom, it will be indicated when the first bill will be created and when the next one will be created.

  • Click on Save when you have finished with the recurring bill.

Did this answer your question?