Getting Started with RecurringInvoiceBill
Last Updated: 2026-01-15 Available On: Pro, Enterprise Time to Complete: 5 minutes
TL;DR (Quick Summary)
RecurringInvoiceBill lets you create invoices and bills that automatically duplicate at specified intervals. This guide shows you how to create your first recurring invoice in under 5 minutes.
What is RecurringInvoiceBill?
RecurringInvoiceBill is an automation system that enables you to create invoices and bills that are automatically duplicated at specified intervals (daily, weekly, monthly, etc.). Automate your billing process and ensure consistent revenue collection.
What you can do:
- ✓ Create recurring invoices
- ✓ Create recurring bills
- ✓ Set recurring intervals (daily, weekly, monthly, custom)
- ✓ Automatic invoice/bill generation
- ✓ Cycle management
- ✓ Save time on billing
Prerequisites
⚠️ Before You Begin: RecurringInvoiceBill requires these prerequisites.
| Prerequisite | Status | Notes |
|---|---|---|
| Account Module | [ ] Enabled | Required - RecurringInvoiceBill depends on Account module |
| Recurring Feature Enabled | [ ] Enabled | Admin must enable recurring in SuperAdmin settings |
| Cron Job Configured (for automation) | [ ] Set | Admin must set up cron job for automatic generation |
💡 Don't have Account module enabled? Contact your admin to enable the Account module first. RecurringInvoiceBill cannot work without it.
How to Access
Step 1: Navigate to Account Module
- Log in to your dashboard
- Go to Account → Invoices (or Bills)
- Create a new invoice or bill
- You'll see "Recurring Invoice" or "Recurring Bill" option
💡 Tip: If you don't see recurring options, contact your admin to enable RecurringInvoiceBill module and enable recurring feature in settings.
Quick Start (5 Minutes)
Create Your First Recurring Invoice
| Step | Action |
|---|---|
| 1 | Go to Account → Invoices → + Create |
| 2 | Fill in invoice details (customer, items, amounts) |
| 3 | Enable Recurring Invoice checkbox |
| 4 | Select Recurring Type: Every 1 month |
| 5 | Set Cycles: 12 (for 12 months) |
| 6 | Click Save |
Result: Your recurring invoice is created. It will automatically generate new invoices monthly for 12 months (if cron job is configured).
What's Next?
Now that you've created your first recurring invoice, explore these resources:
| Resource | Description |
|---|---|
| 📖 All Features | Discover everything RecurringInvoiceBill can do |
| ❓ FAQ | Answers to common questions |
Related Topics
- RecurringInvoiceBill Features
- Account module (prerequisite)
- How to Set Up Custom Recurring Intervals
Need Help?
| Channel | Details |
|---|---|
| support@custojo.com | |
| Help Center | docs.custojo.com |
Was this helpful? Let us know at support@custojo.com