Recurring documents

Bill retainers, rent and subscriptions on a schedule — each run makes a new invoice, issued or left as a draft for you to check.

A recurring schedule makes the same document for a customer on a cadence: every month, every quarter, every week.

Recurring schedules with their cadence, last run and status

Create a schedule

  1. Go to Recurring and click New schedule.
  2. Give it a Name, choose the Document type and the Customer.
  3. Set Every and the Unit (days, weeks, months or years), the First run date and, optionally, Ends on.
  4. Turn on Issue automatically to issue each run straight away. Leave it off to get a draft you check and issue yourself.
  5. Add the lines every document should carry, and any notes.
  6. Click Create schedule.

Runs happen in the morning of the due date (around 11:30 IST). A month that has no matching day (the 31st in a 30-day month) uses its last day.

Manage schedules

Right-click a schedule, or use its ⋯ menu:

  • Create one now — make this period's document immediately.
  • Pause / Resume — stop and restart runs without losing the schedule.
  • Open last document — the most recent document it made.
  • Edit or Delete.

Tip: Issuing automatically with a messaging connection lets a flow send each new invoice the moment it is issued.