How to Use the Recurring Invoices Report

🔁Track expected recurring invoices by vendor each month

If you're working with vendors who bill on a recurring schedule—like utilities, waste disposal, or internet services—you can use the Recurring Invoices Report to ensure you're receiving the number of invoices you expect each month.

🧭 Step 1: Set Up the Vendor as a Utility

Before you can start using the Recurring Invoices Report effectively, you’ll need to configure the vendor's setup.

1. Navigate to Setup > Vendor Setup from the navigation ribbon.

2. Search for the vendor you want to track (e.g., your trash disposal company).

3. Click Edit next to that vendor.

4. In the Vendor Type dropdown, select Utility.

5. Set the Expected Invoices field to reflect how many invoices you expect from this vendor each month.

   • Example: If you have 5 buildings billed separately, enter 5.

🔧 This configuration tells Nimbello to watch for 5 invoices from this vendor each month.

📊 Step 2: Run the Recurring Invoices Report

Once your vendor is set up:

Go to the Reports > Recurring Invoices Report

The report will compare the number of invoices received against the number of invoices expected, based on your vendor settings.

✅ Use Case Example

Let’s say you’ve set Vendor XYZ (a trash company) to Utility and marked them as expecting 5 invoices per month.

• If only 4 invoices are received for a given month, the Recurring Invoices Report will show that so you know to look into it if you think you're missing an invoice.

• This helps you quickly spot missed invoices before the billing cycle ends or before closing out your month.