The Document Scheduler automatically generates invoices on a recurring schedule — useful for clients on retainer or with regular maintenance contracts.
How It Works
You set up a schedule on an existing document. On each scheduled date, BeanRails automatically creates a new invoice based on that document.
Creating a Schedule
- Open an invoice you want to repeat
- Click Schedule (or find the scheduler option in the invoice actions)
- Configure the schedule:
| Field | Description |
|---|---|
| Generate Type | Currently supports Invoice |
| Start Date | Date the schedule begins |
| Recurring Type | Daily, Weekly, Monthly, or Yearly |
| Recurring Interval | How often — e.g. interval 1 + type Monthly = every month |
| Number of Times | Total recurrences (leave blank for indefinite) |
| Exclude Dates | Specific dates to skip |
| Active | Toggle the schedule on or off |
- Click Save
Viewing Scheduled Documents
Go to the invoice and look for the Scheduler section to see the schedule details, the next run date, and how many times it has already executed.
Pausing or Stopping a Schedule
Open the schedule and toggle Active off to pause it. To stop permanently, delete the schedule.
:::tip
Set up schedulers for monthly maintenance clients so invoices are created automatically without manual effort each month.
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