Bill reminders in SwiftlyBooks

What is to pay

• To pay shows every approved bill still owed by itself, with nothing to enter, and each bill you have listed.
• They are grouped as Overdue, Next 7 days and Later, with each group's total per currency.
• A draft bill shows as To approve. Press Open to approve it: it can't be paid until then.

List a bill with no bill yet

1. Press List a bill for rent, electricity, rates, a licence or anything else you expect.
2. Give its Name, its Account and when it is Due. Leave Amount, if it stays the same empty where it varies.
3. Choose how it Repeats. Days before to remind can be its own, so a licence can warn you 30 days ahead.
4. Press List it.

Pay one

1. Press Pay on its row.
2. A bill in the books opens the usual payment form, for part payments, another currency and any tax withheld.
3. For a listed bill, give the Amount paid, the day, the wallet it was Paid from and a reference, with any VAT in the amount. Press Record payment.
4. A listed bill posts as an expense from that wallet. The next due day then takes its place.

The reminders

• A bill joins Bills to pay in the bell and on the dashboard from its first reminder day, until it is paid or skipped.
• Those who may record payments at its branch get one email at 08:00 on a day a bill reminds them, listing them all.
• Choose the days under Bill reminders in Settings. Add anyone else to A bill is due on Notifications.

Look after a listed bill

• Skip says one due day is not owed, and asks why. Nothing is posted.
• On Listed bills, Change alters it. A new Next due counts its repeats from there, and leaves what was paid.
• Stop ends it. What was paid stays under Paid.

Good to know

• An unpaid month stays on To pay when the next one comes, until it is paid or skipped.
• Voiding the expense makes that due day owed again.
• Those who may not approve expenses leave a draft for someone who may, and the due day is settled meanwhile.
• With a second approver in Settings, the payment waits for someone else to approve it.

Related

• Bills
• Expenses
• Recurring bills
• Suppliers