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Sayl

Finance, GST & Accounting · Purchases & Expenses

Recurring Bills

Schedule recurring vendor bills in Sayl Finance for rent, hosting and subscriptions so they are raised automatically.

Try it in the live demoFinance → Purchases & Expenses → Recurring Bills

What it is for

A recurring bill is a template plus a schedule that raises a real bill on its own - weekly, monthly, quarterly or yearly - so rent or a supplier subscription never has to be re-entered.

How it works

  • By default each generated bill is a draft for you to review. Turn on Open automatically to post it to the ledger the moment it is generated.
  • If your workspace requires approval to open a bill, an automatically generated one is sent for approval instead.

Step by step

Every screenshot is from the live demo. The highlighted button is the one to click - nothing here is saved in the demo, so you can follow along freely.

  1. 1

    Open Recurring Bills

    Finance → Purchases & Expenses → Recurring Bills.

    Recurring Bills - Open Recurring Bills
  2. 2

    Click New recurring bill

    The button is at the top right (highlighted).

  3. 3

    Choose the vendor and schedule

    Pick the vendor, a title, the frequency, interval and start date.

    Recurring Bills - Choose the vendor and schedule
  4. 4

    Add the line items

    Enter the description, expense account, quantity, price and tax %; the total per bill updates.

  5. 5

    Create the schedule

    Click Create schedule (highlighted).