Creating a recurring billing schedule

The recurring billing schedule enables a user to enter multiple payments on a sublease at once. Users can add, update, or delete payments using the recurring billing schedule. Using the update or delete function will only affect payments that were added using the recurring billing function.

  1. Select Leases > Subleases.
  2. Select an unreleased sublease and navigate to the Billing Schedule tab.
  3. Click Recurring Billing and specify this information:
    Payment Date Range
    Specify the beginning and end date of the recurring payment.
  4. In the Actions field, select the Add Payments action and specify this information:
    First Invoice Date
    Specify the date of the first invoice.
    Frequency
    Specify the frequency of the payments. The frequency can be weekly, monthly, quarterly, yearly and semi-annually.
    Payment Amount

    the Payment amount for each payment

    The billing schedule is automatically created from the first invoice date for the defined frequency, Payment Date Range, and Payment Amount.

  5. Click Submit.