Upcoming Bills Screen

This is the first screen you will see, showing upcoming bills not paid yet. The bills are sorted according to their due dates and the Total Payable amount is inclusive of overdue bills.

Each reminder shows the due date, the payee/item name, a special icon for Repeat, Note, or a Photo (optional), countdown to due date and the amount due.

  

 

 Tap on Paid Bills to view the list of bills that you have already paid.  

 Tap on Overdue Bills to view the list of bills which are overdue.

 Tap on New Reminder to create a bill reminder.

 

 Create a Bill Reminder

 To create a new Bill Reminder, go to Upcoming Bills Screen

Tap New Reminder

This will bring up a screen

                

 

Fill in Payee/Item

This item is mandatory.

Fill in Amount

This item is mandatory. The default currency is USD. To change this setting, read Bills Reminder Settings.

Select Category

If needed, scroll down to create a New Category. Please refer to Manage Categories for further information. If no Category is selected, the Transaction will be moved to a default Category, ‘Others’.

Select Type

            Either ‘Payable’ or ‘Receivable’. BillsReminder automatically recalls the transaction type assigned to each Category.

Set Due Date

The default setting is one week after the current date.

Fill in Notes (optional)

For example, ‘Invoice Number #’

 

Select “Daily Reminder” – Period of Notification

From 0 – 14 Days before Due

The default setting is 5 Days Before Due

Select the number of days in advance that you wish to be notified of a bill.

                

  

            Select if the Transaction ‘Does Not Repeat’ or ‘Repeats’

 If ‘Repeats’ is selected,

                

  

Fill in the Frequency

The default setting is Day. Choose between Day, Week, Month or Year.

To make a biweekly reminder, set it to repeat every 2 weeks.

 

Fill in the Next Due Date

The default setting is one day after the due date. A repeat symbol will appear with the Reminder record.

As default, repeating bills will only appear on your Pending Bills 30 days in advance. To change this setting, access your Bills Reminder Settings to change it up to 90 days in advance.

 

 If you wish to take a picture of the bill for proof,

             Tap the Camera Icon

            A thumbnail of your picture will replace the Camera Icon. A picture symbol will appear next to the Reminder record.

 

 To capture a new photo,

             Tap the photo for further photo options such as to capture a new photo

 

            Tap Save or Cancel

 

 Bill Reminder Notifications

A Bill Reminder Notification will appear on the stated time once a day, every day until the bill is paid, starting from X days before due date. For more information, read Bills Reminder Settings.

  

 

To mark a bill as paid,

                Tap on Desired Bill in the Notifications List

 

             Tap Mark as Paid

 

             Enter Payment Date

            The Payment Date detail will be recorded under your Paid Bills.