Recurring Templates

Recurring Templates

Recurring Templates is a powerful feature designed to automate the generation of documents at regular time intervals. These templates are “copies” of existing documents that the system automatically generates, saving you time and ensuring consistency in your accounting processes.

This feature allows you to set up a template once and then let the system handle the rest. The templates can be set to generate, remind, or save, providing flexibility in how you manage your recurring transactions.

Recurring templates are available in:
  1. Sales Orders
  2. Sales Invoices
  3. Purchase Orders
  4. Bills
  5. Journal Entries



How to Use Recurring Templates

  1. Select Actions: You can choose what action you want the system to take with the recurring template. The options are:
    Generate - The system will automatically create a new document based on the template at the specified interval. You can set to generate a draft copy, post a copy of the document, and generate and send an email of the document. The number of days in advance to generate the document may also be set.
    Remind - The system will remind you through Notifications (top-right corner) when it’s time to create a new document based on the template. 
    Save - The system will save the document as a template for future use.



  2. Select Interval: You can specify how often you want the recurring template to be used. The options are daily, weekly, monthly, or yearly.



  3. Specify Start and End Dates (Select Range): You can set a start date for when you want the recurring template to begin generating documents, and an end date for when you want it to stop.


How to Create a Recurring Template

Recurring Templates can be created from the Recurring Templates List or from the individual view of the document that will become a recurring template.

Create from the Recurring Templates List:

  1. Go to Lists > Recurring Templates > Create > New.
  2. Select the Recurring Document > On the popup document list, choose the document that will be recurring.
  3. Select Action. Choose whether to generate a draft or generate and post, remind, or save the 
  4. Select Interval. Daily, Weekly, Monthly or Yearly intervals may be chosen. Other options will be present upon choosing the interval tab.
  5. Select Range. Set the start date for the recurrence and a stop date. Optionally choose to stop after a certain number of executions or to not stop.
  6. Review the Execution Script. Review the script description to ensure the recurring action is correct > Save and Close.



Create from the individual document view:

  1. Open the document (example, Sales Invoice).
  2. Click the Show dropdown button > choose Recurring Templates.



  3. Click Create > New.
  4. Select Action. Choose whether to generate a draft or generate and post, remind, or save the document as a template for future use.
  5. Select Interval. Daily, Weekly, Monthly or Yearly intervals may be chosen. Other options will be present upon choosing the interval tab.
  6. Select Range. Set the start date for the recurrence and a stop date. Optionally choose to stop after a certain number of executions or to not stop.
  7. Review the Execution Script. Review the script description to ensure the recurring action is correct > Save and Close.

To edit a Recurring Template, go to the Recurring Templates List View (Lists > Recurring Templates).

Recurring Templates is a valuable feature in CustomBooks™ that can help simplify your accounting processes. By automating the generation of recurring documents, you can save time, reduce errors, and ensure consistency in your financial management. Whether you need to generate documents, reminders, or save templates for future use, recurring templates have got you covered!


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