Repeating Expense Invoices automate regular expense billing — such as management fees, utility charges, or service contracts — by generating invoices automatically according to a schedule you define.
How to Create a Repeating Expense Invoice
Navigate to Income & Expenses > Repeating Expenses.
Click New Repeating Expense Invoice.
Configuring the Invoice Template
Set the frequency under Repeat Every, and configure the start and due dates.
Choose the invoice approval status — Draft, Awaiting Approval, or Approved.
Link the invoice to the appropriate property and tenancy if applicable. Default ledgers are applied automatically when a property is selected.
Select the creditor, enter a reference, description, amount, and accounting code.
Attach a supporting document if required.
File Attachment Settings
To control how attachments from the template are handled on generated invoices:
Navigate to Company Settings > Invoicing > Repeating Invoices.
Choose your preference:
Should also be attached to the invoice — template attachments are included with each generated invoice.
Should not be attached to the invoice — template attachments are excluded from generated invoices.
What Happens After Set-Up
Generated invoices will appear in the appropriate list based on the status you selected: Draft for editing variable charges, Awaiting Approval for review, or Approved for immediate processing.
Updating BPAY Details (AUS only)
Find the repeating invoice and click the repeating expense number to enter edit mode.
Confirm the Related Area field shows the correct area if linked.
Check the BPAY CRN and Biller Code fields — these auto-fill if the record is linked correctly.
If missing, check the Related Property and From fields, then enter BPAY details manually.
Click Save.