The first step is to login to the application. Enter the email address and password and click on the “Continue” button, you will be redirected to the dashboard.
Now go to the sidebar menu on the left hand side. Select Purchase, then click on Recurring bill. Then click on “Create new recurring bill” button.
Bill template will appear.
Select a vendor from the dropdown.
You can also add a new vendor by entering the Vendor name, Email, Apartment, City, Country, State and ZIP code.
The bill number will be auto generated.
Bill date will also be auto generated.
You can select the due date from the dropdown.
Currency will be auto-picked if you have selected already existing vendor. In case you are creating new vendor, you can select currency from the dropdown.
You can select an item from the item dropdown or can also add a new item. While adding a new Item you also need to select account from the 'Select account' dropdown. Click on 'Add an item' button to add more items.
Enter the quantity and price for the item.
Click on “Add tax”, you can select the sales tax from the dropdown or can add a new sales tax too. For adding a new sales tax click on “Add sales tax” from the dropdown. Enter the Tax name and tax rate. Click on “Save”, the tax will be added. You can add a new sales tax and can also delete the existing one (tax rates along with name will be displayed in the summary).
Add the notes if any.
Click “Save”, a success message appears 'Recurring bill created successfully'. Bill will be in draft status.
While creating a recurring bill, you will be directed to fill the Vendor name first, then Country, Due date, Currency, Item, Quantity, Price, Select account. After filling all the details, click 'Save'. Recurring bill will be saved in Draft status.