---
title: "Auto Repeat Recurring Orders and Invoices | ERPNext Documentation"
description: "Schedule ERPNext to create recurring orders, invoices, journals, and other enabled documents from a reference transaction."
space: "ERPNext"
url: "https://docs.frappe.io/erpnext/auto-repeat-recurring-orders-and-invoices"
updated: "2026-07-31"
---

**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](/erpnext/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.



![Auto Repeat form showing the reference document prerequisite and date controls](https://novacompanies.m.frappe.cloud/files/sales-receivables-auto-repeat-recurring-orders-and-invoices-auto-repeat-details.png)

## Create an Auto Repeat schedule

1. Open the reference document.
2. Select the Auto Repeat action, or open the Auto Repeat list and create a new record.
3. Confirm **Reference DocType** and **Reference Document**.
4. Set the start date, frequency, and end date.
5. Choose whether the generated document should be submitted automatically.
6. Configure notification email only when the generated document is ready to be sent without manual review.
7. 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.



![Auto Repeat Schedule tab with frequency and assignee controls](https://novacompanies.m.frappe.cloud/files/sales-receivables-auto-repeat-recurring-orders-and-invoices-auto-repeat-schedule.png)

## 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.

## Related topics

- [Subscription](/erpnext/subscription)
- [Sales Order](/erpnext/sales-order)
- [Sales Invoice](/erpnext/sales-invoice)
- [Purchase Invoice](/erpnext/purchase-invoice)
- [Background Jobs](/framework/user/en/api/background_jobs)