Edit a recurring bill

Editing a recurring bill changes the template that generates your repeating bills — for example to change the amount, adjust the schedule, switch the expense category, or pause it by setting it inactive.

When to use it: any time the repeating expense changes (the vendor raises the price, the schedule shifts) or you want to temporarily stop new bills from generating without deleting the setup.

Before you start

• The recurring bill must already exist. See Set up a recurring bill.
• Editing the template changes only future generated bills. Bills that were already created from it are separate bills with their own details — edit those individually if needed. See Edit a bill.

Steps

1. In the left sidebar, click Bills, then open the Recurring Bills page.
2. Open the recurring bill one of two ways:
   • Click View on its row to open the Recurring Bill Summary, then choose Edit from the Action menu, or
   • On the row’s Action dropdown, choose Edit Recurring Bill.
3. Change any of the details:
   • Recurring Bill Details — Property, Vendor, Bill Start, Bill End, Frequency, Post Days in Advanced, Memo, Reference.
   • Status — set to Inactive to pause generation, or Active to resume it.
   • Line items — adjust the Account, Description, or Amount on any row, or add/remove rows.
4. Click Save.

What you’ll see

You return to the recurring bill’s Summary page with your changes applied. From here on, bills generate using the updated schedule and amounts. If you set the status to Inactive, no new bills generate until you set it back to Active.

Tips

• Pausing (Inactive) is the gentlest way to stop a recurring bill — it keeps the template so you can turn it back on later. Deleting removes the template entirely. See Delete a recurring bill.

Related articles

• Set up a recurring bill
• Delete a recurring bill
• Edit a bill