Set up a recurring bill

A recurring bill is a template for an expense that arrives on a regular schedule for the same vendor and amount — monthly landscaping, a quarterly insurance premium, a yearly license fee. Instead of re-entering the bill each time, you define it once and TenantLedger generates the actual bill for you on the schedule you set.

When to use it: set up a recurring bill for any predictable, repeating expense. Each time the schedule comes due, a normal bill is created and appears on your Bills list, ready to pay like any other.

Before you start

• You need the property and vendor for the bill. (Vendors are added from your Vendors section.)
• Decide the schedule: how often it repeats, when it starts, and when it should stop.

Steps

1. In the left sidebar, click Bills, then open the Recurring Bills page and click Add Recurring Bill.

2. Fill in the Recurring Bill Details:

   • Property (required) — the property the generated bills belong to.
   • Vendor (required) — the vendor you’ll owe each time.
   • Bill Start (required) — the first date a bill should generate from this template.
   • Bill End (required) — when the recurrence should stop (defaults to one year out). No bills generate after this date.
   • Frequency (required) — how often the bill repeats: Weekly, Monthly, Quarterly, or Yearly.
   • Post Days in Advanced (required) — how many days before the due date the bill should be created, so it shows up on your Bills list with enough lead time to schedule payment.
   • Memo and Reference — optional notes carried onto each generated bill.
   • Status (required) — leave as Active to keep it generating. Setting it to Inactive later pauses it without losing the setup.

3. In the line-item table, enter each expense line just like a normal bill: an Account (expense category), a Description, and an Amount. Click Add Row if the bill splits across more than one category.

   

4. Click Save.

What you’ll see

You land on the recurring bill’s Summary page showing the schedule and line items, with a confirmation that it was added. The template now appears on the Recurring Bills page. On the schedule you set, TenantLedger creates a regular bill that appears on your Bills list, ready to pay.

Tips

• Setting up a recurring bill does not pay it. Each generated bill still needs to be paid like any other. See Pay a bill.
• To pause a recurring bill without losing the setup, edit it and set Status to Inactive. See Edit a recurring bill.
• Use Post Days in Advanced so the bill appears with enough time to schedule payment before it’s due.

Related articles

• Edit a recurring bill
• Delete a recurring bill
• Add a bill
• Pay a bill