Recurrence
Recurrence repeats a transaction on a schedule instead of someone remembering to create it. It keeps regular billing consistent, removes the manual work, and makes sure nothing is missed because the person who normally does it was away.
Where to find it
Go to Setup > Users & Void > Recurrence.
What can recur
| Type | Use |
|---|---|
| Recurring Invoices | Subscriptions, retainers, rent, maintenance contracts — anything billed on the same cycle for the same amount. |
| Recurring Tasks | Work that must happen on a schedule, so it appears without being raised by hand. |
How it works
- Define the transaction to repeat, including the customer and the lines.
- Set the interval and the date the schedule begins.
- The system generates each occurrence automatically when it falls due.
Recurrence depends on the background job running. If scheduled invoices stop appearing, check the cron settings in Company Setup before assuming the recurrence itself is wrong.
Points to watch
- Review recurring invoices when prices change. They repeat what they were told to repeat.
- Stop the recurrence when a contract ends, or it keeps billing a customer who has left.
- Each generated invoice is a normal invoice — it can be edited, credited or voided like any other.
Related pages
- Direct Invoice — the document being generated
- Invoices — where generated invoices appear
- Automatic Email Reports — the other scheduled feature
- Company Setup — cron options