Help · Sales

How to set up recurring invoices, bills and expenses

Let Bebaak create the same invoice, bill or expense on a schedule — monthly rent, retainers, subscriptions.

Who can do this: Admins and Accountants. Viewers can open it but not change anything.

Steps

Step by step

Sales → Recurring invoices → New (or open an existing invoice → More → Make recurring).
Choose the frequency, the start date and, if it ends, the end date.
Decide what happens each time: save a draft for review, or create and email it automatically.
Save. The profile shows the next date and every document it has created.
To pause, resume or end it, open the profile and use the buttons at the top.

Missed dates while a profile is paused are skipped when you resume — they are not created in a burst.
A catch-up run creates at most 12 documents per profile at a time.

WhatsApp +91 97111 87655 or email siba@bebaak.co with your organisation name and a screenshot.