Recurring invoices

If you bill the same customers the same amount on a regular schedule, such as a monthly retainer or a quarterly service fee, a recurring invoice saves you rebuilding it each time. You pick an invoice you have already posted, choose how often it repeats, and Bokapsys creates a fresh draft copy on that schedule.

Open it from Invoicing (AP-AR) > Accounts Receivable > Recurring.

Before you start

You need permission to manage recurring invoices.
Create and post the invoice you want to repeat. Only posted invoices can be used as a source; drafts cannot. See Invoices.

Create a recurring invoice

On Recurring invoices, click New recurring.
Give it a Name that tells you what it is, for example “Acme Co - monthly retainer”.
Under Source invoices, tick one or more posted invoices to copy. Search by invoice number or customer, or use Select all. Picking several invoices lets one schedule bill several customers at once.
Choose a Cadence: weekly, monthly, quarterly, yearly or custom.
Set Due in (days), how many days after each new invoice is created it falls due. It starts at 30.
If you chose custom, enter a Cron expression, a short code that describes the schedule. For example, 0 9 1 * * means the 1st of every month at 09:00 UTC.
Optionally set a Start date (optional) for the first run. If you leave it blank, the first copy is created one period from now.
Click Create.

What happens on each run

On each scheduled date, Bokapsys copies every source invoice into a new draft invoice with its own number and a due date set by Due in (days). The copies appear in Invoices like any other draft.

Manage your schedules

The list shows each schedule’s Name and source invoices, Cadence, Next run, Last run and Status.

Last run shows when it last ran: ok when every copy was created, partial when some source invoices could not be copied, or the error when the run failed.
Click Pause to stop a schedule without losing it, and Resume to start it again. Paused schedules show as paused.
Click the delete icon to remove a schedule. Invoices it has already created are not affected.