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Setting Up a Recurring Bill

If you have a bill that recurs on a regular basis, such as a monthly subscription to a Internet Service Provider (ISP), you can use the Payables dialog box to create a recurring bill.

To set up a recurring bill:
  1. Choose Payables > Enter Bills, or click the Enter Payables icon in the Payables section of the workspace.
  2. In the Payables dialog box, select the vendor from the Vendor list.
  3. Select the Recurring check box.
  4. Click the Settings button.
  5. In the Recurring Bill Settings dialog box, specify the frequency of this bill in the This bill occurs every list: Monthly, Quarterly, or Yearly.
  6. Specify whether to set each new bill to $0.00 or not by selecting Yes or No.
    If the bill is for the same amount, select No. If you need to enter the amount each time, select Yes.
  7. If you want Brass Jacks Bookkeeper to set this up for automatic payment, select the Pay all new occurrences automatically check box.
  8. To pay the bill automatically, select By Cash and then specify a checking account.
    To pay by credit or debit card automatically, select By Card and then specify the card.
  9. Click OK.
  10. In the Payables dialog box, specify the billing information.
    At a minimum, specify the Vendor, Invoice Date, Due Date, and at least one line item with an amount > $0.00. If this bill is a set amount, such as a subscription, then include that amount in the Amount box. If the bill will vary, include the amount for the current bill. (Be sure to set the recurring bill to reset to $0.00 to adjust it for each payables transaction.)
  11. Click Save, or to pay immediately, click Pay.


To stop a recurring bill:

  1. Find any bill that is part of the recurring series and click the Detail button in the search results to pull up the details of that bill.
  2. Uncheck the Recurring checkbox.


This will stop any "future" bills from being generated but will not delete any bills that were already generated but not paid.