Recurring Invoices, Bills, and Expenses

Anchor supports recurring templates for sales invoices, purchase bills, expenses, and (separately) journals — so repeating work does not need re-entry each cycle.

Recurring Invoices (sales)

Navigate to Sales > Recurring to manage recurring invoice templates.

Setting Up

1. Click New Recurring Invoice
2. Select the customer. The line Account fills from the customer’s income account (Contacts → Bookkeeping) with that account’s default tax (tax-exempt customers get No tax); an account you pick yourself, or a catalogue item’s income account, is kept if you change the customer.
3. Add line items
4. Set the frequency (weekly, monthly, quarterly, annually)
5. Set the start date and optionally an end date
6. Save the template

How It Works

• Anchor generates a new invoice automatically on each cycle (daily host job, or Generate due now on the Recurring page)
• Generated invoices appear in your regular invoice list
• Edit changes the template (including lines) for the next cycle. Invoices already generated are not rewritten
• Pause skips future cycles. Delete stops the template
• Optional catalogue items on a line copy onto each generated invoice; stock still moves only when that invoice is sent (or auto-sent)

Recurring Bills (purchases)

Navigate to Purchases > Recurring Bills for supplier bills that repeat on a schedule (same template engine as invoices, type bill).

Recurring Expenses

Navigate to Purchases > Expenses > Recurring to manage recurring expense templates.

Setting Up

1. Create a recurring expense template
2. Set the supplier, amount, category, and frequency
3. Expenses are generated automatically on schedule

Recurring Journals

Manual journal entries that repeat (for example a monthly rent allocation) are set up under Accounting → Recurring Journals. See Recurring journals.

Managing Recurring Items

The recurring list shows:

Tips

• Review generated invoices, bills, and expenses periodically to ensure accuracy
• Use recurring invoices for retainer clients and subscription-based services
• Use recurring bills/expenses for rent, subscriptions, and regular supplier payments
• Automatic generation runs once a day on the server (host cron → invoicing job). Use Generate due now if you cannot wait until the next daily run. Pause a template to skip the next cycle.
• Currency fills from the customer, then the organisation base. Leave it unless you invoice in another currency.