Add recurring bills

You can set up recurring bills to automatically pay your monthly expenses and to help you avoid forgetting to pay those expenses on time.

You can add recurring bills in the New Bill screen or the Recurring Items screen.

Once you add a recurring sale, the sale will appear on the Recurring Items screen.

Notes

  • When you enter a new bill in the New Bill screen or in the Recurring Items screen and add a new vendor from these screens, you can have OnBalance automatically complete several fields in the New Vendor screen. Click the Obtain data from the AFIP registry button, and enter the vendor CUIT number. The application will verify your vendor registration and import all of the information from AFIP into the new vendor form.
  • The address information will not display in the New Vendor screen you opened, but you will see the information in the Vendor Activity screen.

  • If the query does not obtain results, you will need to manually enter the information for the new vendor. The query may not obtain results for the following reasons.

    • AFIP is blocking the vendor's registration proof.
    • The ID entered is not a CUIT. The ID is probably a CUIL.
    • The ID entered is not active.
    • The vendor is not active in VAT or a simple taxpayer. You will have to select the vendor's VAT status.
    • AFIP Web Service is not currently working.

New Bill screen

  1. In the Bills screen, click New Bill.
  2. Enter the required information.
  3. Click Make Recurring.
  4. In the New Recurring Item screen, enter the required information.
  5. Click Save.

Bills screen

  1. In the Bills screen, click the row for the bill you want to make recurring.
  2. Click Make Recurring.
  3. In the New Recurring Item screen, enter the required information.
  4. Click Save.

Recurring Items screen

  1. In the Recurring Items screen, click New Item.
  2. Click the Bills tab.
  3. Enter the required information.
  4. Click Save.