Create a recurring vendor bill

Create a recurring vendor bill to generate similar vendor bills at a regular interval. Open Menu and select Payables > Billing > Recurring vendor bills.

Before you begin

You need an active vendor and the item or expense information for the bills that the schedule will create. See Create a vendor.

Create the recurring vendor bill

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

  2. Select Create recurring vendor bill.

  3. In Schedule, enter the required Template name and optional description.

  4. Select the frequency and review the start, end, and next dates.

    The frequency defaults to monthly and the start date defaults to the current date. QuickStart calculates the next date from the schedule. If the end date is before the next occurrence, there is no next date and the schedule is completed.

  5. To create generated bills in draft status, select Create vendor bills as draft.

  6. In Vendor bill information, select the vendor and review the terms, memo, and billing address.

  7. Add the applicable item and expense lines.

  8. In Accounting, select the accounts payable account.

  9. Select Submit.

The schedule changes to In progress when it has a next date. Each generated vendor bill is a separate transaction. Its posting and approval behavior depends on whether the schedule creates bills as drafts.

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