Overview
If you have bills or expenses that occur on a regular schedule for the same amount each time, set up a recurring transaction to automatically create these for you.
Note: Creating Vendor Bills is not available to Starter Plans. Consider upgrading to the Pro or Premium Plans to access this feature.
The Steps
Creating Bills records that you owe a vendor money. When you actually pay the vendor bill, make sure you record this bill payment in DoorLoop as well.
To create a recurring bill, click the + Create New button at the top left corner and then click Create Bill under the Vendor Transactions section.
On the New Vendor Bill window, complete the relevant fields as follows:
Select Vendor - Select or create the Vendor you are paying.
Recurring Bill - Make sure this option is selected.
Start Date - Select the first date you want the recurring bill to start.
End Date - Select the date you want the recurring bill to stop. (Use the Repeat forever toggle if you want the bill to never stop. You can edit this later.)
Frequency - Select how often you want DoorLoop to create the bill.
Number of days until due - Set the number of days after the bill is created it should be due. (For example, if you are billed on the 1st of the month and the bill is due on the 10th, enter 9 because the 10th is nine days after the 1st.)
Repeat Forever - Toggle this option on if you want the recurring bill to continue forever until turned off.
In the Line Items section:
Property - Choose the property incurring the recurring bill.
Unit - (Optional) You can also choose the unit associated with the bill.
Category - Select the appropriate expense category for accounting and reporting purposes.
Description - Add an optional description for the recurring bill.
Amount - Enter the amount for the bill.
Click + Add Line Item if you have other items that need to be billed. (You can remove line items by clicking on the trash can icon on the right side of each line item.)
Add any additional information in the Add Memo section or relevant files by using the Click Here link.
Click Save when complete.
Things to Consider
Creating a recurring bill is the same as creating a schedule for when this particular bill will be posted. That means that these bills will not appear on your reports until they are posted automatically by the system on the scheduled date and also when the bills are paid.