Create a Recurring Bill

In this article you will learn how to create an individual Bill in SkySlope Books.

1. In the Left Navigation bar, go to Purchases (A/P) > Bills > Recurring Bills
2. Click Create 
3. Fill out the following fields:

• • Title: Enter the name of the recurring bill
  • Repeat Every: Select the appropriate option from the dropdown
  • Start On: Enter the date the first bill should be created
  • Ends On: If applicable, add an end date, if there is no end date, leave this blank
  • Customer: Select from the dropdown - Note: If vendor is not in the dropdown, click the Create Contact icon 
  • Payment Terms: Select the appropriate payment term option from the dropdown
  • Items +: By default, one line item will be added below, if there are multiple items for this                  bill, click here to add additional lines
  • Product/Service: Select from the dropdown
  • Description: Add additional details, if applicable
  • Quantity: Add the quantity of items for this product/service - Note: Quantity x Rate = Amount
  • Rate: Add the rate - Note: The rate may auto-populate but can be overridden
  • Amount: This field will automatically calculate based on quantity x rate
  • Account: This will auto-populate based on what account was associated with the                          product/service  upon creation 
  • Assign to Division: Depending on how the product/service was set up, you may be able to select a specific division (office) from the dropdown for reporting purposes
  • Click Create 
  • The first bill will be created based on the start on date added

Important: Once a bill is created, you must go to the bill and either initiate or log the payment to complete the bill processing.  Follow the steps in this article to learn how!

Updated October 23, 2024 22:17