How to set up recurring receipt? (Video Demo)
Recurring receipt is an instruction to generate receipts automatically on a recurring base. For example, you set a $80 monthly recurring receipt for your home insurance expense, start date Jan 01, 2018 and end date Dec 31, 2018.
1. When you save it, if today is Jan 01 or after Jan 01, it will generate the first $80 home insurance expense.
2. On Feb 01, 2018, another $80 home insurance expense will be created automatically.
3. On Mar 01, 2018, another $80 home insurance expense will be created automatically.
4. ...
Recurring receipt can only be created/updated from the web version at https://www.foreceipt.com/ , but the automatically generated receipts will be visible on both Mobile/web.
Please check the below video demonstration:
Please check the below video demonstration:
Here is the detail step by step instruction:
When you add a receipt from the web, you can check the below "Recurring Expense" check box to add a recurring receipt instruction:
You can find all recurring receipts you have created from the Recurring Receipts page, check the below screen:
