# Recurring Documents: Invoices, Bills, Journals

This feature allows users to create recurring journals, bills, and invoices based on a schedule and template.

Written by Geoff Ostrega  
July 22, 2025

## Description

This feature allows users to create recurring journals, bills, and invoices based on a schedule and template.

## Use Cases

1. **Recurring Journal**  
   - Record monthly interest amortization or revenue recognition

2. **Recurring AR Invoice**  
   - Record revenue in Monthly, Yearly subscription Invoices

3. **Recurring AP Bills**  
   - Record expenses that are incurred monthly, i.e. software subscriptions

## Creating a Recurring Journal

### Create Template

#### First step is to Create a Journal Template

1. Navigate to Financial ➝ Journal ➝ Journal Templates  
   1. OR, you can create Templates from an existing Journal Entry when viewing that Journal's details (click into the Journal Number to see details)
2. Click + New

Populate template fields - date fields are ignored, and are populated using the date the recurring entry is created.

### Create a Recurring Journal Job

1. Navigate to Financial ➝ Journal ➝ Recurring Journal
2. Click +New

Populate the fields based on when you want the journal to be created

- **Name** - name of recurring job, should be unique
- **Enabled** - Toggle to engage journal creation, or can be turned off
- **Template** - Select a created Journal Template
- **Interval Type** - Choose between Daily, Weekly, Monthly, and Yearly
- **Interval Amount** - Journal Creation Cadence (how many times during the selected interval this journal is created, which is generally "1")
- **Interval Day** - Day to be posted, varies by Interval Type
   - i.e. Weekly "2" translates to - Journal posted weekly on Tuesday. (1-7, 1 = Monday, 7 = Sunday)
- **Start Date** - First day to attempt to run the job
- **End Date** - Last day to attempt to run the job

## Viewing Job Status

1. Navigate to Admin ➝ System Jobs
   - This provides a list of all system jobs (including bulk uploads)
   - Recurring Documents will have type = Recurring_doc

You can click on the name of the job to see the details of why it failed, or the document that was created.