Create a recurring vendor bill from a vendor bill

Use an existing vendor bill as the starting point for a recurring schedule when future bills will use similar vendor and line information. Open the vendor bill.

Before you begin

You need an existing vendor bill. See Create a vendor bill.

Create the recurring schedule

1. Open the vendor bill.

2. Select More actions > Make recurring.

3. Enter a template name and review the schedule, including frequency, start date, end date, and next date.

4. Review the vendor, terms, address, item and expense lines, discounts, and accounts payable account copied from the bill.

5. Select Submit.

The recurring vendor bill is a schedule template. Creating it does not create another posting vendor bill immediately. Bills are created according to the schedule, or when you use Create now.