Recurring Transactions

Name	Type	Every	Next	Amount	When it's due	Status
Office rent business_checking	Expense	Monthly	2026-09-16 expected by now	$1,450.00	Nothing · expect it only	active	Manage
Adobe Creative Cloud business_cc	Expense	Monthly	2026-09-20 expected by now	$54.00	Nothing · expect it only	active	Manage
Klaviyo business_cc	Expense	Monthly	2026-09-27 expected by now	$195.00	Nothing · expect it only	active	Manage

New recurring invoice

Name Customer

Every First invoice date Stop after (optional) Or after (occurrences) Create early by

How it runs Remind me It waits in “Due now” until you press Create it Automatic The invoice is created on its date without asking Only when I use it No schedule; it waits on the Recurring list Email it to the customer Sends the invoice as soon as it is created, the same email as the Email button — set up email sending first, under Email

Product/Service	Description	Qty	Unit price	Amount	Tax	Class

Subtotal $0.00 Tax and the due date are worked out by the invoice when it's created.

How it posts

Income account for typed lines; products & services use their own Tax % Terms Job (optional) P.O. / reference (optional)

Discount (optional) It's a percentage Shipping (optional)

Bill to (overrides the customer's address) Ship to (optional)

Message on invoice Memo (internal)

New recurring journal entry

A balanced set of ledger lines that posts on a schedule — rent, depreciation, an accrual you reverse every month.

Name Frequency First / next date When it comes due Stop after (optional) Or after (occurrences) Memo

Class (optional)

Account	Debit	Credit


	0.00	0.00
Difference	0.00