Recurring templates

Recurring Templates in AccountingSuite are a feature designed to automate repetitive transactions, such as invoices, bills, journal entries, or sales orders. This saves time and ensures consistency for businesses with subscription-based services, regular billing cycles, or fixed monthly expenses.

It can work as a reminder by the time to do new document manually.

What document types can be Recurring template #

Recurring templates are available in:

  • Purchase Order
  • Bill
  • Sales Order
  • Sales Invoice
  • Journal Entry

Use Cases #

✅ Subscription Billing (e.g., SaaS, memberships)
✅ Rent/Lease Payments (fixed monthly charges)
✅ Loan Payments (recurring principal + interest)
✅ Journal Entries (for some accruals)
✅ Utility Bills (same amount each month)

Advantages Over Manual Entry #

✔ Eliminates human error (same template used every time).
✔ Saves time (no need to recreate identical transactions).
✔ Improves cash flow tracking (predictable billing cycles).

How to create Recurring templates #

To create a Recurring template, it is necessary to follow the following steps:

  1. Go to the Lists and select the Recurring Templates
  2. Click on Create and New
  3. In the Recurring document field, you need to enter a document designed to automate repetitive transactions.
  4. Select action – You can choose what action you want the system to take with the Recurring template:
    • Generate – The system will automatically create a new document based on the template at the specified interval. You can set to Generate a draft copy, post a copy of the document, and generate and send an e-mail of the document. The number of days in Advance to create the document may also be set.
    • Remind – The system will remind you through notifications when it’s time to create a new document based on the template.
    • Save – The system will save the document as a template for future use. The template will be available in Recurring templates list.
  1. Select interval – You can specify how often you want the Recurring template to be used. The options are daily, weekly, monthly or yearly.
    • Daily – this option allows defining the recurrence frequency of the transaction, with the choice to repeat daily or after a selected number of days.
    • Weekly – this option allows defining the recurrence interval of the transaction in weeks, selecting the specific day of the week on which the transaction will repeat.
    • Yearly – this option allows setting the recurrence of the transaction on the selected month and then the chosen day.
  1. Select range – Тhis option allows defining the start and end period for the Recurring template.
    • You can set a Start on or after date for when you want the recurring template to begin generating documents, and Stop after date for when you want it to stop.

Creating a recurring template from the individual document view #

  1. Open the document (example, Sales invoce)
  2. Click the Show drodown button and choose Recurring Templates
  1. Click Create and New
  2. Select action –  Choose whether to generate a draft or generate and post, remind, or save the document as a template for future use.
  3. Select interval – Daily, Weekly, Monthly or Yearly intervals may be chosen. Other options will be present upon choosing the interval tab.
  4. Select range – Set the start date for the recurrence and a stop date. Optionally choose to stop after a certain number of executions or to not stop.
  5. Save and Close

Email Settings #

Please open the Email Settings page to access detailed instructions for email configuration in AccountingSuite.

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