Auto Repeat Recurring Orders and Invoices
Auto Repeat creates a new copy of a reference document on a schedule. Use it for recurring documents that should retain the structure of an existing Sales Order, Sales Invoice, Purchase Order, Purchase Invoice, Journal Entry, or another DocType enabled for Auto Repeat.
Use Subscription instead when billing depends on subscription plans, trial periods, billing history, unpaid-invoice handling, or plan changes.
Before you begin
The reference DocType must allow Auto Repeat. If the option is unavailable, an administrator can enable Allow Auto Repeat for that DocType in Customize Form. Create and submit a clean reference document containing the items, taxes, terms, and accounting dimensions that every repeated document should inherit.
Create an Auto Repeat schedule
- Open the reference document.
- Select the Auto Repeat action, or open the Auto Repeat list and create a new record.
- Confirm Reference DocType and Reference Document.
- Set the start date, frequency, and end date.
- Choose whether the generated document should be submitted automatically.
- Configure notification email only when the generated document is ready to be sent without manual review.
- Save.
Important fields
| Field | What it means |
|---|---|
| Start Date | First date on which a new document may be generated |
| End Date | Last date in the recurring schedule |
| Frequency | Daily, weekly, fortnightly, monthly, quarterly, half-yearly, or yearly |
| Repeat On Day | Calendar day used for monthly-style frequencies |
| Submit on Creation | Submits generated documents automatically |
| Notify by Email | Emails the selected recipients after generation |
Use the Schedule tab to set the frequency and any assignee-specific generation behavior.
Review generated documents
ERPNext creates repeated documents through the scheduler. Check the Auto Repeat record for the next scheduled date and generated-document history. Review the first generated document before allowing automatic submission or email.
Changing the source document does not necessarily correct copies that have already been created. Update the Auto Repeat configuration and handle existing transactions separately.
Troubleshooting
Auto Repeat is unavailable
Ask an administrator to enable Allow Auto Repeat for the reference DocType in Customize Form.
A document was not generated
Check the start date, next schedule date, end date, disabled status, and background scheduler.
Generated values are outdated
Review the reference document and fields that ERPNext recalculates on creation, such as posting date, due date, price, and taxes.