Set the repeat once. The ledger keeps it.
Recurring invoices, recurring bills, recurring expenses and payment reminders on every plan. Bank rules on Business+. Frequencies from weekly to yearly, or a custom number of days.
The repeating sales and purchases.
Set the template. The next invoice, bill or expense is created on the schedule you chose.
Recurring invoices
Retainers and subscriptions in Sales → Recurring Invoices. Weekly through yearly, or custom days.
Recurring bills
Rent, software and other regular supplier costs in Purchases → Recurring Bills. Every plan.
Recurring expenses
Known costs you key once in Purchases → Expenses, then let them repeat. Every plan.
Three places in the login.
Recurring invoice
Sales → Recurring Invoices. Customer, lines, frequency. The next invoice is raised on that schedule.
Payment reminders
Emails → Payment Reminders. Send one, send a batch of overdue invoices, or turn auto on with three levels you set.
Bank rules on Business+
Upload the CSV, then rules remember repeating payees. Solo still imports and Reconciles by hand each time.
Chase invoices. Code the next CSV faster.
Payment reminders
Overdue invoices in buckets. Send one or a batch. Auto uses three levels whose days you set in Reminder Settings.
CSV then Reconcile
Smart Bank Import on every plan. Match lines to invoices, bills and expenses, then tick the period.
Bank rules
On Business and above. Match repeating descriptions and apply the account or payee on the next import.
What repeats on which plan.
Solo
Recurring invoices, bills, expenses and payment reminders. CSV import and Reconcile. £15/month ex VAT.
Business
Everything on Solo, plus bank rules and GoCardless for repeating collections. £39/month ex VAT.
Multi-Company
Business tools for up to five companies. Same recurring work in each company. £69/month ex VAT.
Practice
Unlimited companies. Same recurring tools. Quote only — talk to us.
Recurring work questions
What repeating work is on every plan?
Recurring invoices, recurring bills, recurring expenses and payment reminders are on every plan, including Solo. Bank rules are on Business and above.
How often can a recurring invoice repeat?
Weekly, fortnightly, monthly, every two, three or six months, yearly, or a custom number of days. There is no daily frequency.
How do payment reminders work?
Open Emails → Payment Reminders. Send one invoice, send a batch of overdue invoices, or turn auto on. Auto uses three levels whose days you set in Reminder Settings.
Are bank rules on Solo?
No. Bank rules are on Business, Multi-Company and Practice. Solo still has CSV Smart Bank Import and Reconcile. See banking.
Send the first invoice. Set the repeat after.
Start the trial, raise a recurring invoice, turn on reminders. Bank rules wait until you are on Business or above.