Help Centre

How do I set up a recurring invoice?

ForLandlordsProperty managers

Who can do this

Landlord; Organization users with Create Transactions.

Where to find it

Accounting → ⋮ → Recurring Invoices → New template.

Steps

  1. Who are you billing?: Customer Name.
  2. What are you charging for?: Description and Amount.
  3. How often is a new invoice created?: frequency, Start Date, optional End Date.
  4. Click Create template.

What happens next

"Recurring invoice template created". Each night (about 4 a.m. Toronto time) Kera creates a Draft invoice on each due date; send it from the Invoices tab. Pause and Resume are in the Recurring Invoice Templates list.

Limits

Generated invoices are drafts; Kera doesn't send them automatically. Templates can't be edited or deleted; pause and recreate.

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