Automate Your Billing: Managing Recurring Bills on Tyms

Go to the Expenses Module

Navigation:
From your dashboard, go to Expenses > click the dropdown > select Recurring Bills.
Creating a recurring bill follows the same flow as creating an expense.
 👉 Click here to learn how to create an expense.  Record expenses for this specific transaction.

Once you're on the New recurring bill page, follow these additional steps for recurring setup:

• Due After: Set the number of days after the bill is created for it to become due (e.g., 30 days).
• Notify on Due Date: Check this box if you want to receive a reminder on the due date.
• Notify Before Due Date: Enable this if you'd like a reminder before the due date.
• Remind: Specify how many days before the due date you'd like to be reminded (e.g., 1 day).
• Notify After Due Date: Enable this if you want to be notified after the due date has passed.
• Remind: Specify how many days after the due date you'd like a reminder (e.g., 1 day).
• Start Date: The date the recurring schedule should begin.
• End Date: Set this if the recurring bill should stop after a certain date.
• Reference No: Enter a reference number for the recurring bill.
• Schedule: Choose the recurrence pattern: Daily, Weekly, Monthly, or Yearly.
• Every: Specify the interval. For example: every 1 month, every 2 weeks, etc.

Save the Recurring Bill:
After filling in all necessary details, click Save. Tyms will now automatically generate bills according to your specified schedule.

Note: The recurring bill will be saved as a Draft initially.

What Happens After Saving?
After saving, you’ll see the recurring transaction listed in the Recurring Bills Table.

Recurring Bill Statuses:

• Active – The schedule is running and generating bills automatically.
• Draft – Saved but not yet activated.
• Paused – Temporarily disabled; no bills will be generated.

Actions Available (Three-dot Menu)

Each recurring bill comes with a action menu for managing the record:

• Preview : View full details of the recurring bill.
• Edit: Make changes to the recurring setup.
• Pause : Temporarily stop the recurrence.
• Activate: Resume or activate a draft/paused schedule.
• Duplicate: Create a copy for reuse.
• Delete: Remove the recurring bill from the system.