How to Add/Edit a Recurring Bill
Do you have a bill that is issued on a recurring cycle? This article will walk you through recording this as a recurring bill to post and how to edit current recurring bills.
From the dashboard view of Rentvine, click on the Accounting dropdown on the left-hand side
Click on Money Out from the dropdown
On the right-hand side, click on the green Actions button and select Add Recurring Bill
On the next screen, enter the Bill Details:
Enter/ Select Payee ( This field is required.)
Enter the Payment Memo
Enter the Description
Enter the Start Date (This field is required)
In the Ends Section, select the monthly recurring date and frequency.
In the Repeat Every section, select the frequency of the charges.
In the Paid By section, enter the portfolio/property/unit that is paying this bill.
In the Account field, enter in the general ledger account that is being used
Enter the Amount
Enter a Description for this itemized recurring bill charge.
Click the Save button
You can create multiple Recurring bills with the same bill details entered previously by clicking Add Recurring Bill Charge.
How To Edit a Recurring Bill
From the dashboard view of Rentvine, click on the Accounting dropdown on the left-hand side
Click on Money Out from the dropdown
On the next screen, enter the bill in the search field that you would like to change.
From the search results, click on the Edit button
Enter the Payment Memo
Enter the Description
Enter the Start Date (This field is required.)
In the Ends Section, select the monthly recurring date and frequency.
In the Repeat Every section, select the frequency of the charges.
Click the Save Button