Set up a recurring bill to automatically go out on the timeline you set up. This article will also show you 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 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)
- Optional: In the Ends Section, select the monthly recurring date and frequency.
- Optional: In the Repeat Every section, select the frequency of the charges.
- Enter the Payer
- Enter the Account
- Enter the Amount
- Enter the Description
- 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 on 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 Save Button