Edit the schedule for a recurring bill

You can edit a recurring bill template until the last scheduled recurrence of the transaction. Changes apply only to future transactions and do not affect previously created bills.

Recurring bills don't support custom fields, or custom fields defined in a bill. If you need to use a custom field in a recurring bill, configure the custom field as not required. For details about creating custom fields, see Define custom fields for business-specific data.

1. Go to Accounts Payable > All > Bills > Recurring bills.
2. Select Edit next to the recurring bill template that you want to update.
   If you do not see the Edit option

   • Verify that your permissions allow you to edit recurring bills
   • If the schedule for the recurring bill you want to edit is complete, meaning that no more transactions will be created, you cannot edit the schedule.
   If you want to extend a completed recurring bill schedule, duplicate the completed bill template and then edit the schedule. To duplicate, select View next to the bill template. Then, select More actions > Duplicate.
3. Make your changes.
4. On the Schedule tab, set the Next execution date to the date you want to create next bill.

   This prevents an inadvertent extra recurrence of the transaction.

   For example, a bill is created on May 12. On May 13, you decide to change it to run on the 16th. You would set the next execution date to June 16 to avoid double payments in May.

5. Select Save.