Each recurring bill belongs to a series. You can manage the series from the recurring bill template, which controls future bills without affecting bills that have already been generated.
To change the amount or schedule, edit the template. The change takes effect from the next generated bill. Bills already in the series (past or current) keep their original values.
To pause a series, set its status to Paused. No new bills will be generated until you resume it. To cancel permanently, set it to Cancelled. Cancelling does not delete existing bills in the series.
If a client's retainer rate changes, update the template amount and add a note. JustPayMe will use the new amount for all future bills in the series.
Recurrence Frequency
How often a recurring bill is generated. Options include weekly, fortnightly, monthly, quarterly, and annually. Each cycle creates a new bill with an updated due date.
Next Due Date
The calculated due date for the next bill in a recurring series. JustPayMe generates the next bill automatically once the current one is marked paid or the due date passes.
Each recurring bill belongs to a series. You can manage the series from the recurring bill template, which controls future bills without affecting bills that have already been generated.
To change the amount or schedule, edit the template. The change takes effect from the next generated bill. Bills already in the series (past or current) keep their original values.
To pause a series, set its status to Paused. No new bills will be generated until you resume it. To cancel permanently, set it to Cancelled. Cancelling does not delete existing bills in the series.
If a client's retainer rate changes, update the template amount and add a note. JustPayMe will use the new amount for all future bills in the series.
Recurrence Frequency
How often a recurring bill is generated. Options include weekly, fortnightly, monthly, quarterly, and annually. Each cycle creates a new bill with an updated due date.
Next Due Date
The calculated due date for the next bill in a recurring series. JustPayMe generates the next bill automatically once the current one is marked paid or the due date passes.