Manage a recurring vendor bill

Edit a recurring vendor bill to change future bill details or its schedule. You can also run an in-progress schedule immediately or skip its next occurrence. Open Menu and select Payables > Billing > Recurring vendor bills.

Before you begin

You need an existing recurring vendor bill. Create now requires a schedule with In progress status. See Create a recurring vendor bill.

Edit a recurring vendor bill

  1. Open Menu and select Payables > Billing > Recurring vendor bills.

  2. Open the recurring vendor bill and select Edit.

  3. Update the available schedule, vendor bill information, item or expense lines, or accounting information.

  4. Select Update.

QuickStart recalculates the next date when you change the start date or frequency. If the end date is before the next occurrence, the next date is cleared and the schedule becomes completed.

Create a vendor bill now

  1. Open an In progress recurring vendor bill.

  2. Select Create now.

  3. Review and submit the generated vendor bill.

If the schedule is already due to run on the current date, QuickStart displays a message instead of creating a duplicate bill.

Skip the next occurrence

  1. Open the recurring vendor bill.

  2. Select More actions > Skip.

  3. Confirm the action.

QuickStart advances the schedule without creating the skipped vendor bill. Review the updated Next date after the action.

Delete a recurring vendor bill

  1. Open the recurring vendor bill.

  2. Select Delete.

  3. Confirm the action.

You cannot delete a recurring vendor bill after it has created related vendor bills.