Create and review the source invoice.
Recurring invoices with schedules you can review
Turn an existing invoice into a repeat schedule, choose the frequency and due period, and keep a run history for each generated invoice.
How it works
Choose the schedule, next date, end controls and sending preference.
Review generated invoices and the recurring run history.
What it helps you do
Avoid rebuilding the same invoice lines.
Pause or resume a schedule.
Keep generated invoices in the normal invoice list.
Worked example
A maintenance contractor bills £240 on the first working day of each month. They create and approve the first invoice, make a monthly schedule with 14-day terms and review the first generated run. When the scope changes, they pause the schedule and update it before another invoice is produced.
Before treating a record as ready, compare it with the client agreement and its source evidence. Check the client, service period, quantity, rate, currency, tax treatment and payment terms independently. Resolve missing receipts or unclear descriptions while the work is recent. Preview the final document, confirm the intended recipient and keep the issued version in the account. After sending, record delivery, reminders and confirmed payments against the same invoice rather than rebuilding the history from email or chat. Billoz supports that workflow, but the account owner remains responsible for approval, classification and any professional advice required.
Feature details
Schedules support repeat frequency, next run date, optional end date or occurrence limit, due days and optional automatic sending.
Important conditions
A schedule should be reviewed whenever scope, price, tax or client details change. Background jobs must be running on the production server.
Privacy and security
Recurring records use the owning user ID, and generated invoices remain inside that account boundary.
Questions and answers
Can I pause a schedule?
Yes. Active schedules can be paused and resumed.
Can a schedule end automatically?
Yes. Set an end date or occurrence limit.
Can invoices be sent automatically?
An auto-send option is available; delivery still depends on configured email or WhatsApp services.
Can I change due days?
Yes. Each schedule stores its due-day setting.
Is there a run history?
Yes. Billoz records recurring runs and their status.
Should I review repeat charges?
Yes. Check the agreement and invoice details whenever circumstances change.