Overview
Volopay's Bill Pay allows users to schedule recurring bills, ensuring consistent payments to vendors based on a predefined schedule. These bills are automatically generated, routed for approval, and processed for payment, streamlining your financial operations.
Create a recurring bill
Setting up a recurring bill in Bill Pay is straightforward and ensures regular payments without the need to manually enter bill details each time.
Navigate to the Bill Pay module and begin drafting a new bill.
Click the “Mark as recurring” button during the bill creation process.
Set the frequency of the bill payments; options include Weekly or Monthly.
Specify the “Next invoice creation date”, “Next payment date”, and “Next due date” to automate the scheduling of subsequent bills.
Choose an End Date for when the recurring series will conclude.
Proceed to create the bill as usual. The details of this initial bill will serve as the template for future bills in the series.
View recurring bills
To monitor bills within a recurring series:
Open the Bill Pay module.
Use the “Recurrings status” filter in the search bar.
Select “recurring” to view all recurring bills.
Editing recurring bills
If changes are needed, you can easily edit any upcoming bills in the series:
Select the bill you wish to edit.
Click on “Edit recurring cycle”.
Make the necessary adjustments in the desired fields.
Confirm your changes by clicking “Save and update bill”.
A confirmation modal will appear, allowing you to apply edits to just the selected bill or to all future bills in the series.
Deleting recurring bill series
To stop a recurring bill series:
Navigate to the upcoming bill in the series that has not yet been paid.
Select “Archive all bills” to remove all upcoming bills in the series.