Recurring transactions

Any invoice, order or journal entry can be turned into a schedule: the document is kept as a template, and SQL-Ledger raises a fresh copy on the interval you set, for as long as you tell it to.

  • Repeat a sales invoice, a vendor invoice, a sales or purchase order, or a general ledger entry.
  • Interval in days, weeks, months or years, with a start date and a fixed number of repeats or an end date.
  • A reference and description per schedule, so the list reads as a schedule rather than a pile of invoice numbers.
  • A due list shows what is ready to raise; generate the whole batch, or pick from it.
  • Each generated document can be emailed as it is raised — invoice, pick list and packing list, as PDF.
  • The payment can be repeated with the invoice, for standing orders and direct debits.
  • Editing the schedule does not disturb documents already generated from it.

Where to find it Recurring Transactions  ·  Schedule button on any invoice, order or journal entry

Setting up a schedule

  1. Open the invoice, order or GL entry you want repeated and press Schedule.
  2. Give the schedule a reference and description — this is what the list shows, so say what it is for.
  3. Set the start date, the interval (every n days, weeks, months or years) and either how many times to repeat or leave it open.
  4. Tick Include Payment if the payment on the document should be repeated with it, as for a direct debit.
  5. Optionally tick the documents to email each time one is raised, with a message; then Save Schedule.
The schedule form on an invoice
The schedule form: reference, start, interval, repeats, and what to email each time.

Raising the due ones

  1. Recurring Transactions on the main menu lists every schedule with its next date, how many repeats are left, and the amount.
  2. Tick the ones to process (or Select all) and press Process Transactions. A fresh, posted copy of each document is created with the new date, and the next date moves on.
  3. Edit the next date directly in the list to skip or bring forward an occurrence; open the reference to change the schedule itself.
Recurring transaction list with intervals and next due dates
Three schedules running: monthly, quarterly and annual, each with its next date and repeats remaining.

More screens

The invoice a schedule repeats, showing the Schedule button
Any invoice can become one.

From the blog

Sales and purchase orders →

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