Recurring Invoices and Expenses

dubbl supports recurring templates for both invoices and expenses, saving time on repetitive entries.

Recurring Invoices

Navigate to Sales > Recurring to manage recurring invoice templates.

Setting Up

1. Click New Recurring Invoice
2. Select 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

• dubbl generates a new invoice automatically on each cycle
• Generated invoices appear in your regular invoice list
• You can pause, edit, or stop a recurring template at any time

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

Managing Recurring Items

The recurring list shows:

Tips

• Review generated invoices and expenses periodically to ensure accuracy
• Use recurring invoices for retainer clients and subscription-based services
• Use recurring expenses for rent, subscriptions, and regular supplier payments