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Creating a Recurring Receivable

A wellness plan every month. A membership that renews. An ongoing contract with a kennel or shelter. These amounts come back on a schedule, and re-typing them every time is exactly how one gets forgotten. A recurring rule tells Veetz the pattern once, and it keeps generating the next receivables for you.

When to Use It​

Choose a recurring rule for any amount that repeats on its own schedule, with no fixed end tied to a single charge:

  • a monthly wellness or health plan;
  • a membership or subscription;
  • an ongoing service contract;
  • any regular, repeating charge.

If instead you are splitting one amount into parts, use an installment plan — see Creating an Installment Plan.

Opening the Form​

On the Accounts receivable screen, click the + (add) button. At the top of the form, choose Receivable type → Recurring rule.

Filling in the Identification​

Complete the Receivable identification section as usual — Organization, Payer name, Title, Category, Currency, and Amount. Here the Amount is the value of each occurrence (for example, one month of the plan).

Setting the Recurrence​

In the Schedule section, describe the pattern:

  • Frequency — how often it repeats: Daily, Weekly, Monthly, or Yearly.
  • Interval — the gap in that frequency. With Monthly and an interval of 1, it repeats every month; with 2, every two months.
  • Due day — the day of the month the charge falls due (for example, 5 for a plan due on the 5th).
  • Start date — when the recurrence begins.

Saving and Managing the Rule​

Click Save. Veetz creates the rule and opens the Recurring receivable details screen, where you manage it over time.

  • The Rule section shows the title, payer, frequency, and amount.
  • The Generated receivables list shows each occurrence Veetz has created — its Competence month, Due date, Outstanding, and Status. Open any occurrence to record a receipt against it, just like a single account.

At the top of the rule you can:

  • Pause — temporarily stop generating new occurrences (for example, a plan on hold).
  • Resume — start generating again after a pause.
  • Cancel rule — end the recurrence for good. Occurrences already generated stay in your records.
Where recurring accounts appear

Each generated occurrence also shows up on the main Accounts receivable screen, with its own due date and status, so you follow and receive it like any other account. You can reach all your rules any time with the Recurring rules shortcut.

Next Steps​

If you encounter any difficulties during this process, do not hesitate to contact our support.