09 · By task
How to automate recurring billing
If you invoice retainers, subscriptions, or rent, you repeat exactly the same work every month. It is one of the clearest opportunities for useful small-business automation.
- Create the templateStore the client, line items, and applicable IGI treatment.AndCompta does it
- Set the scheduleChoose weekly, monthly, quarterly, or annual recurrence with calendar-safe dates.AndCompta does it
- The draft is generatedOne draft is created for each template and scheduled date, without duplicates even if processing runs again.AndCompta does it
- !Review it and issueThe invoice number and journal entry are created only when you issue it.You do it
01
As is usually done
You duplicate last month's invoice, change the date, and send it. One month gets missed, another is duplicated, and gaps appear in the series.
With AndCompta
The template generates a draft when it is due, and you confirm it. You can pause, resume, or end the schedule without changing invoices already issued.
You do this part: Recurring templates do not number, post, or send anything on their own. They create a draft for a person to approve. This is deliberate: an invoice issued in error cannot simply be undone.
02
The modules involved
- Invoicing — Invoices and credit notes with IGI, numbering by series and immutable PDFs.
- Quotes and pro forma invoices — Commercial documents with separate numbering and controlled conversion into invoices.
Quote sentFusteria Ordino SL · expires in 12 daysP-2026/00924.850,00Accepted
Pro forma invoice for advance paymentTaller Canillo SLPF-2026/00311.254,00Sent
Draft quoteNot yet numbered—2.100,00Draft
None of these documents generate journal entries.
Test it with your own case.
Create a template and preview next month's draft.