To add a recurring bill, complete the fields below:
Vendor — This is a dropdown list of current active vendors (if adding from a vendor this is automatically selected).
Item — This is a dropdown list populated with all the vendor purchase items that exist within the database.
Amount — This determines how much the recurring payment will be. Frequency — This determines how often this payment will be created.
Description — This is a text field.
Next Due Date — This is the next date that this payment can be created when processing recurring payments.
End Date — This is the last date that this payment can be created when processing recurring payments.
AutoPay? — This switch defaults to off. If switched on, the Bank Account field appears.
Bank Account — This is a dropdown list containing all the bank accounts that exist in Managely.