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Purchasing & vendors · 4 steps

Set up a recurring bill

Create vendor bills automatically on a schedule — for rent, retainers or regular supplies.

Before you start: Add the vendor first.

1Start a recurring bill

Go to Purchase & Vendors → Recurring and choose the + button at the bottom right. You can also choose Make recurring on an existing bill to copy it.

Scalar360 screen: Start a recurring bill
Numbered outlines show what to click, in order.

2Name the profile and pick the vendor

Give the schedule a Profile name you'll recognise, choose the Vendor, and set Payment terms (days) — how long after each bill date it falls due.

Scalar360 screen: Name the profile and pick the vendor
Numbered outlines show what to click, in order.

3Add the line items

Pick an item or type a new description, then set the Qty, Rate and GST%. Account decides whether each line posts to Inventory (stock) or to an expense account.

Scalar360 screen: Add the line items
Numbered outlines show what to click, in order.

4Set the schedule and create it

Choose how often in Repeat every, then set Start on and Next bill date. Untick Never expires to add an end date. Create the first bill now is ticked to raise the first bill straight away — untick it to wait for the next bill date. Then choose Create schedule.

Scalar360 screen: Set the schedule and create it
Numbered outlines show what to click, in order.
Record a vendor billEnter a vendor's invoice as a bill — from scratch or pre-filled from a purchase order — so it shows in what you owe.Track payables and pay a vendorSee what you owe and what's overdue, then record a payment against a bill.

Still stuck? Contact our support team — or start a free trial to try this in your own company.