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.