Auto Repeat Recurring Orders and Invoices

Auto Repeat lets ERPNext create recurring documents from an existing order or invoice. Use it when the same customer or supplier transaction has to be generated on a fixed schedule, such as monthly service invoices, rent invoices, recurring purchase invoices, or repeat sales and purchase orders.

An Auto Repeat record does not replace the original document. It uses the selected document as the reference and creates new documents from it based on the schedule you define.

Before You Start

• Make sure the source document is correct, including party, company, items, taxes, price list, warehouse, payment terms, and accounting dimensions.
• Use a submitted order or invoice when the recurring document should be based on a finalized transaction.
• If the Auto Repeat form asks you to enable Allow Auto Repeat, open Customize Form for the source DocType, enable Allow Auto Repeat, and update the customization.
• Decide whether new documents should remain as drafts or be submitted automatically using Submit on Creation.

1. Open the Source Order or Invoice

Open the order or invoice that should be repeated. This document becomes the template for future recurring documents. In this example, Sales Invoice SINV-25-00006 is used as the reference document.

Source Sales Invoice used as the reference document for Auto Repeat

For recurring orders, use the same approach with a Sales Order or Purchase Order. For recurring invoices, use a Sales Invoice or Purchase Invoice.

2. Open Auto Repeat

Go to Auto Repeat from the search bar or from the Automation module, then click Add Auto Repeat.

Auto Repeat list where a new recurring setup can be created

3. Select the Reference Document

In the Auto Repeat form, select the Reference Document Type and the exact Reference Document that should be repeated. Set the Start Date from which ERPNext should begin generating documents. Add an End Date if the recurrence should stop automatically.

Auto Repeat setup with Sales Invoice selected as the reference document

Enable Submit on Creation only if the generated orders or invoices should be submitted automatically. Keep it disabled if a user should review each generated document before submission.

4. Set the Schedule

In the Schedule section, choose how often ERPNext should create the repeated document. Common options include daily, weekly, monthly, quarterly, half-yearly, and yearly schedules. For monthly schedules, set the day of the month or choose the last day of the month, depending on how the transaction should recur.

Schedule tab showing the recurring frequency for Auto Repeat

Example: for a monthly service invoice, set the frequency to Monthly and use a start date such as the first day of the billing cycle.

5. Configure Notifications

Use the Notification section if recipients should receive an email when the document is generated. You can choose an email template, subject, message, print format, and recipient list. Leave notifications disabled if the finance or sales team will review and send documents manually.

6. Save and Monitor the Auto Repeat

Save the Auto Repeat record. ERPNext will generate new documents according to the schedule. Review the generated documents regularly, especially when prices, taxes, addresses, or payment terms change.

Examples

• Recurring Sales Invoice: create a monthly invoice for a customer subscription or service contract.
• Recurring Purchase Invoice: record a regular supplier bill such as rent, hosting, or maintenance.
• Recurring Sales Order: create repeat customer orders for a predictable supply schedule.
• Recurring Purchase Order: create repeat procurement orders for routinely purchased items.

Notes

• Disable the Auto Repeat record when the recurring agreement ends before the end date.
• Update or create a new source document when prices, taxes, items, warehouses, or terms change materially.
• Use Submit on Creation carefully, because submitted invoices and orders may affect stock, accounting, and downstream workflows.
• For emailed invoices, verify the recipient list and print format before enabling automatic notifications.