There are cases in which particular transactions take place in a scheduled manner. Such transactions can be subscriptions, monthly cleaning services, certain fees etc.
Once you set them as recurring bills, not only you will be able to find the bill in the list, every month-you will also be getting any set notification for when a bill is about to expire, so you can pay in time.
Add recurring bills
To begin, select "...Μore -> Recurring bills-> Add"
First of all we have to set the bill schedule. Define:
- the start date that the invoice will be issued for the first time
- the frequency of recurrence ("Every" field)
- and the end date by which the automatic publishing of bills will stop.
Upon creating a recurring bill, you may choose whether they will be issued upon creation or only saved in draft status. Select "marked created bills as issued" to allow automatic issuing of produced bills.
Note: End date cannot be outside the range of 60 automatically created records, to avoid unwanted entries.
Recurring bill details
As shown in the image below, the rest of the fields are almost identical to those of a regular bill.
If you have any active tracking categories for purchase documents, you may add them here, in the related field, so that automatically generated invoices will be assigned the category.
Once you click Save, the automated bill will be on. This means, that every 'x' days, a new bill will be found in the "Bills" menu and can be managed as any other record on the list.
Each time this happens, Elorus will display an in-app notification. If email notifications are enabled for your user, you will get one, too.
Please note that, at any point, you can edit the recurrence conditions, as well as the invoice details for future documents.
Converting an issued bill into recurring
For your convenience, Elorus enables you to convert an existing bill into a recurring one. From the document's view page click on " ... (More) -> Create recurring bill".
This will take you to the "Recurring bill" scheduling page. Details will be pre-filled, based on the original bill.
Manage recurring bills
Edit recurring bills
You may use the "Edit" button on each recurring bill you wish to make changes on. This will immediately open all schedule and bill detail fields for you to modify.
Note: Click "..More-> History" if you wish to view the "add" information and history of changes of the recurring bill.
Pause recurring bills
In order to pause an automated invoice, you need to first visit "...More-> Recurring bills" and open the desired one.
By clicking on the (active) "Status" button, the bill creation will stop. However, the schedule will be available and you can resume the automation. Notice, that, as long as the recurring is paused, a dash will appear instead of the next execution date.
If you wish to pause or resume multiple records you may do so from the recurring bills list and the "Actions" button, as shown in the picture below. On the same list, you can see each recurring bills's status, whether it is active or paused.
Similarly, you can resume one or more of the "Paused" ones.
Delete a recurring bill
You can stop an invoice from recurring altogether by selecting one (or more) records on the list and click "Actions-> Delete selected".
If you want to review the details, you may click the "Edit" button, review the details and deleted from the bottom part of the page.