<style>p { margin: 0; }span.fr-emoticon.fr-emoticon-img { background-repeat: no-repeat !important; font-size: inherit; height: 1em; width: 1em; min-height: 20px; min-width: 20px; display: inline-block; margin: -0.1em 0.1em 0.1em; line-height: 1; vertical-align: middle; } span.fr-emoticon { font-weight: normal; font-family: "Apple Color Emoji", "Segoe UI Emoji", "NotoColorEmoji", "Segoe UI Symbol", "Android Emoji", "EmojiSymbols"; display: inline; line-height: 0; } blockquote { border-left: solid 2px #5e35b1; color: #5e35b1; margin-left:0; padding-left:5px;}blockquote blockquote{ border-color: #00bcd4; color: #00bcd4;}blockquote blockquote blockquote{ border-color: #43a047; color: #43a047;} table.grid{ border-collapse: collapse;} table.grid td, table.grid th { border: 1px solid #ddd;} .fr-fic.fr-dib{ display: block; margin: 5px auto;}.fr-fic.fr-dib.fr-fir{ text-align: right; margin: 5px 0 5px auto;}.fr-fic.fr-dib.fr-fil{ text-align: left; margin: 5px auto 5px 0;}.fr-fic.fr-dii{ float: none; margin: 5px auto;}.fr-fic.fr-dii.fr-fil{ float: left; margin: 5px auto;}.fr-fic.fr-dii.fr-fir{ float: right; margin: 5px auto;}img.fr-dib.fr-fir { margin-right: 0; text-align: right;}img.fr-dib.fr-fil { margin-left: 0; text-align: left;}img.fr-dib { margin: 5px auto; display: block; float: none;}img.fr-bordered { box-sizing: content-box; border: solid 5px #CCC;}img.fr-shadow { box-shadow: 10px 10px 5px 0px #cccccc;}img.fr-rounded { border-radius: 10px; -moz-border-radius: 10px; -webkit-border-radius: 10px; -moz-background-clip: padding; -webkit-background-clip: padding-box; background-clip: padding-box;}</style><p><strong>In this guide we will cover:</strong></p><p><strong>- What Are Recurring Bills?</strong></p><p><strong>- Creating A Recurring Bill</strong></p><p><strong>- Generating Bills From A Recurring Bill</strong></p><p><strong><br></strong></p><p><strong>Related Guides:</strong></p><ul><li style="font-weight: bold;"><strong><a href="https://usehalo.com/halopsa/guides/2549" target="_blank" rel="noopener noreferrer" style="font-weight: bold;">Bills</a></strong></li><li style="font-weight: bold;"><strong><a href="https://usehalo.com/halopsa/guides/1958" target="_blank" rel="noopener noreferrer" style="font-weight: bold;">Recurring Invoices</a></strong></li><li style="font-weight: bold;"><a href="https://usehalo.com/halopsa/guides/1961" target="_blank" rel="noopener noreferrer" style="font-weight: bold;"><strong>The Ready For Invoicing Area</strong></a></li></ul><p><br></p><p><strong><span style="font-size: 14pt;">What Are Recurring Bills?</span></strong></p><p>Bills in Halo are essentially records of what you owe or have paid to your own suppliers, as opposed to invoices in Halo which represent what is owed by your customers to you. </p><p><br></p><p>Just as recurring invoices are templates for client invoicing that must happen on a regular and scheduled basis, recurring bills are essentially templates for supplier bills that must happen on a regular and scheduled basis. This may occur in the event where you have ordered a product or service from a supplier, and that supplier chooses to invoice you on a repeated basis instead of charging you a one-time fee. Halo's recurring bill functionality allows this scenario to be handled without having to manually set up unrelated bills every time for the same order. </p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Creating A Recurring Bill</span></strong></p><p>It is important to note that you cannot currently create a recurring bill from a purchase order, it must be set up manually. Therefore, to create a new recurring bill, navigate to your Invoices area of Halo and into the "Recurring Bills" section of this area. </p><p><br></p><p>When you click into this section, you can view all existing recurring bills in the system and create new ones using the "+ New" button in the top right. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijk3M2FmMDE2LWQ1MDMtNDkwMS1hMmJlLTg3Zjg0NTdkM2FkYiJ9.7rQvLlY1LLu6x1grnUA7_KMh5tlMZr0iDtKcb0ZqScA" class="fr-fic fr-fil fr-dib" width="1051" style="width: 1053px; height: 667.517px;" height="668"></p><p><strong><span style="font-size: 10pt;">Fig 1. The Recurring Bills section of the Invoices area in Halo</span></strong></p><p><br></p><p>Selecting the "+ New" button will bring up the New Bill screen that is functionally extremely similar to the screen for creating new recurring invoices. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjMwMGQzZDExLTI2ZTUtNGQ2ZS1iMDAxLWRjOWMxODQ3ODFmYiJ9.4Pu1K5d6j4aJhFj-oXqpGjrIopkaK_jykTkxis_PqRs" class="fr-fic fr-fil fr-dib" width="1050" style="width: 1052px; height: 701.333px;" height="701"></p><p><strong><span style="font-size: 10pt;">Fig 2. The screen for creating a new recurring bill</span></strong></p><p><br></p><p>Set the relevant supplier in the "Supplier" field in the top-right, this is a mandatory field and you will not be able to save the recurring bill without setting it. For information on configuring Suppliers in your instance please refer to this guide: <a href="https://usehalo.com/halopsa/guides/2101" target="_blank" rel="noopener noreferrer">Suppliers</a>.</p><p><br></p><p>There is an option below the Supplier field to add two addresses, the invoice address and then the delivery address to which the product or service was provisioned. </p><p><br></p><p>The "Schedule" section is where you can set the recurring schedule on which the bills will be generated, as well as the billing period. To create the schedule, select the "Set Schedule" button which will bring up the modal screen used for other scheduled entities in the system, such as recurring invoices. In the example in Figure 3, I have set the schedule to start on 01/06/2026 and repeat monthly on the 1st of every month. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImVjOTkxODc2LWQ0Y2UtNGVjZS04MDQ3LTllZDdjNTliMjUwZiJ9.kWHIpqBh0SA737fEwRgO3U-lpqi5XxrOu13xl5y8hpM" class="fr-fic fr-fil fr-dib" width="931" style="width: 933px; height: 776.801px;" height="777"></p><p><strong><span style="font-size: 10pt;">Fig 3. Setting up the schedule for a recurring bill</span></strong></p><p><br></p><p>For deeper information on this schedule screen please do refer to the "Setting your Invoice Schedule" section of this guide: <a href="https://usehalo.com/halopsa/guides/1958/" target="_blank" rel="noopener noreferrer">Recurring Invoices</a>.</p><p><br></p><p>Select the save button in the top left of this screen once your schedule is created, and then set the billing period at the bottom of the "Schedule" section of the recurring bill to dictate whether the supplier is billing in arrears, for current period, or in advance - the listed options are "Previous Period", "Current Period", or "Next Period". For example, in Figure 4 I have set the bill to be for the current period. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjhiZGM3ZjFiLWE5MzMtNDQ1YS04YzQwLTM2MTI4MTA5ZDdmNiJ9.mLmeB9dJo19gdcACMQs6uhx383o_A7BWPWml-n_mszU" class="fr-fic fr-fil fr-dib" width="1014" style="width: 1016px; height: 681.423px;" height="681"></p><p><strong><span style="font-size: 10pt;">Fig 4. Setting the billing period for the recurring bill</span></strong></p><p><br></p><p>In the Due Date section below you can set when the bill is due for - this can be equal to the invoice date, a set number of days after the invoice date, a set number of days after the end of the invoice month, or a set date of the month. </p><p><br></p><p>In the Additional Lines section beneath the Currency section you can set the bills generated from this recurring bill to never merge with others by enabling the "Invoice separately" checkbox setting. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM4Yjg0NTUwLTZkOTctNGJmMy04Mzc0LTU3NDI2MWI2ZWY1MCJ9.9o1tp0vsypnApGNYoJL4lKT0L6ZWe_qhnIRSTINDCgU" class="fr-fic fr-fil fr-dib" width="953" style="width: 955px; height: 711.318px;" height="711"></p><p><strong><span style="font-size: 10pt;">Fig 5. Further configuration of recurring bills</span></strong></p><p><br></p><p>Beneath this section you have the Notes section in which you can enter the PO Number relevant to your recurring bill. </p><p><br></p><p>You then also have the option to set up automatic increase for the recurring bill beneath the Notes section in the event that the supplier has placed a periodic percentage increase on your bill. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI3ZGIwYzkxLTQ0ZmItNDhlMi04NmEzLTY4M2MyMjM0MGYzMyJ9.SaioToVWR--a5kbQhXRfGKVTSW-lP2-j1cfvmpPAtRU" class="fr-fic fr-fil fr-dib" width="506" style="width: 508px; height: 474.02px;" height="474"></p><p><strong><span style="font-size: 10pt;">Fig 6. The automatic increase settings against a recurring bill</span></strong></p><p><br></p><p>Once you have configured the details bar of your recurring bill, you are ready to add the line items. To do this, use the buttons available above the line items table of the recurring bill. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg0NmU0OTY2LTFmZDYtNDQyYy04NWEzLTEwNTE2OTljMjFkYSJ9.Hefj6nJSMZilY4YZ1inMb7gDsxWVgRdwwQQvm7t6yfE" class="fr-fic fr-fil fr-dib" width="835" style="width: 837px; height: 535.511px;" height="536"></p><p><strong><span style="font-size: 10pt;">Fig 7. The buttons for adding line items to a recurring bill</span></strong></p><p><br></p><p>Selecting these buttons brings up a modal screen displaying the relevant items in the system available to be added to the bill - for example, when I select "Add Recurring Item" I see the screen provided in Figure 8 which shows all recurring items in my Halo. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImU3NzBmMDI1LTM2NjQtNGY5YS1hZjVkLTljZjdmZThhZjE5NyJ9.SA6IxWjDPzk6bBVilLo5sHxnUAskgfjs6rUfLLWL-E0" class="fr-fic fr-fil fr-dib" width="976" style="width: 978px; height: 648.445px;" height="648"></p><p><strong><span style="font-size: 10pt;">Fig 8. Adding recurring items to a recurring bill</span></strong></p><p><br></p><p>Enter the quantity for each item you want to add to the recurring bill and change the price if needed, then click "Select" to add them to your recurring bill. </p><p><br></p><p>Your line items will then show in the table of the recurring bill, and you can edit or delete them using the pencil and trash can icons at the end of each line. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6Ijg3YjE4ZWJjLTViZjYtNGIyYS1hNGQyLTVmYzJkZDQ1ODJiNCJ9.9ZNDQrejP3cfdWrbbXAMwD5giPWMbZGN8U2tr7erqYk" class="fr-fic fr-fil fr-dib" width="955" style="width: 957px; height: 370.972px;" height="371"></p><p><strong><span style="font-size: 10pt;">Fig 9. Editing and deleting line items on recurring bills</span></strong></p><p><br></p><p>Once your line items are completed, select the save button in the top left to save the recurring bill. </p><p><br></p><p><br></p><p><strong><span style="font-size: 14pt;">Generating Bills From A Recurring Bill</span></strong></p><p>Once your Recurring Bill is saved in the system, it is ready for the bills to be generated. </p><p><br></p><p>To do this, navigate to the Bills section with the Ready For Invoicing area. </p><p><br></p><p>Your recurring bills will appear in this area once they have reached their creation date for the period but you can manually get them to show by adjusting the "Billing cut off" to be after their creation date. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImM2NGY1NWM5LWJiZDQtNGQwZi05NjRkLWIyM2VlMDBhM2Q0YiJ9.llkXshqDdQ855Z_d5fN5JIkvrUJEJAy-fl0Ds8DSF0w" class="fr-fic fr-fil fr-dib" width="1109" style="width: 1111px; height: 729.02px;" height="729"></p><p><strong><span style="font-size: 10pt;">Fig 10. The Bills section of Ready For Invoicing</span></strong></p><p><br></p><p><strong><em>Note: recurring bills will not show in the main/general ready for invoicing area as they are not invoices sent to customers, they are supplier bills used for your own reference as to what you owe or have paid to a supplier. For this reason they will only show within their own dedicated section of Ready For Invoicing.</em></strong></p><p><br></p><p>Use the checkboxes on the left of the recurring bill to select it and then select the "Create Invoices" button in the top right to generate the bill. </p><p><br></p><p>A modal screen will pop up where you can select the invoice date for the bill. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjU3MWU2MmJhLWI4YzMtNDgwMS04MmM4LTI3Y2QxOTAzYjMwNCJ9.qQ5-Zj1vax1dkk_LOdVFFZlbF7xwb1wRCSOnsY4kORA" class="fr-fic fr-fil fr-dib" width="793" style="width: 795px; height: 484.942px;" height="485"></p><p><strong><span style="font-size: 10pt;">Fig 11. Setting the invoice date for the new bill</span></strong></p><p><br></p><p>Once "Save" is clicked the bill will generate, linked to the recurring bill and will show in the bills section of the invoices area. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6ImI5YmNiNWU1LTFkMWUtNDYxOS04NjU0LTg4NThjNGU4YmQ5OCJ9.4ma5EYrfG_L0uXh7mrSoIpmR7IUBFfOXCHJJRsPP7Pk" class="fr-fic fr-fil fr-dib" width="941" style="width: 943px; height: 505.84px;" height="506"></p><p><strong><span style="font-size: 10pt;">Fig 12. The bill generated from the recurring bill</span></strong></p><p><br></p><p>It will then also be listed against the recurring bill itself, making it easy to identify the individual bills that were generated from that recurring bill. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjI0YjA1YjdiLTdmZTktNDAyYi05ODkyLThkYWY1OThiMThjMCJ9.DwR5sC0jjOdmejyP2ECA9Fr0NzFDYrv-7vSoRA9Avts" class="fr-fic fr-fil fr-dib" width="1011" style="width: 1013px; height: 776.559px;" height="777"></p><p><strong><span style="font-size: 10pt;">Fig 13. The bills generated from a recurring bill</span></strong></p><p><br></p><p><strong><em>Note: If you are using Sage Intacct, Xero or Dynamics Business Central for your accounting integration then you can set your bills to sync across to your accounting tool.</em></strong></p><p><br></p><p>If you have enabled the setting in Configuration > Billing > Recurring Invoices to "automatically create Recurring Invoices", this setting should also apply to your recurring bills. </p><p><br></p><p><img src="https://halo.haloservicedesk.com/api/attachment/image?token=eyJhbGciOiJIUzI1NiIsInR5cCI6IkpXVCJ9.eyJpZCI6IjY4MjI0YWFhLTVjZGYtNDVmMC1hZGM2LWI1MjdkYzJhMDk5ZSJ9.CBsK5FBRXHtSJsWG8vuGERz7yDNGTDh2R8koOU9C_eU" class="fr-fic fr-fil fr-dib" width="860" style="width: 862px; height: 401.381px;" height="401"></p><p><strong><span style="font-size: 10pt;">Fig 14. The setting to automatically generate recurring invoices</span></strong></p><p><br></p>
