Automate invoicing with recurring schedules in Aczen Bilz

Set up recurring invoice schedules in Aczen Bilz to automatically generate invoices for repeat clients on a weekly, monthly, or quarterly cadence.

Recurring invoices let you automate billing for clients you invoice on a regular schedule — monthly retainers, quarterly subscriptions, annual contracts, and more. Once a schedule is active, Aczen Bilz generates the invoice automatically on each run date so you never miss a billing cycle.

Set up a recurring invoice schedule

1. Open Recurring Invoices

   In the left sidebar, click Recurring Invoices. You will see a summary of all your active and paused schedules, along with the total number of invoices generated so far.

2. Create a new schedule

   Click New Schedule in the top-right corner to open the setup dialog.

3. Select a client

   Use the Client selector to choose the client this schedule is for. Their name, email, and GSTIN are pulled from your contacts automatically.

4. Set the invoice amount and tax rate

   Enter the base Amount (before GST) and choose the applicable GST Rate (0%, 5%, 12%, 18%, or 28%). The total due on each generated invoice will be this amount plus GST.

5. Choose a frequency

   Select how often the invoice should be generated:

   Option	When it runs
   Every Week	Every Monday at 9 AM
   Every 2 Weeks	On the 1st and 15th of each month at 9 AM
   Monthly (1st)	On the 1st of every month at 9 AM
   Monthly (15th)	On the 15th of every month at 9 AM
   Quarterly	On the 1st of January, April, July, and October at 9 AM
   Half Yearly	On the 1st of January and July at 9 AM
   Yearly	On the 1st of April each year at 9 AM
   Custom Cron	Any schedule you define using a cron expression (e.g., 0 9 1 * *)

   The Custom Cron option accepts standard five-field cron syntax: minute hour day month weekday. Use a tool like crontab.guru if you need help building an expression.

6. Add optional notes

   Enter a note that will appear on every generated invoice — for example, “Monthly retainer — June 2025” or “Q2 support contract”. This helps your client identify the billing period.

7. Save the schedule

   Click Create Schedule. The schedule is saved in an active state, and the Next Run date is calculated automatically based on your chosen frequency.

How invoices are generated

On each scheduled run date, Aczen Bilz creates a new invoice in your account with:

• A sequential invoice number (e.g., INV-2025-0042)
• Today’s date as the invoice date and a due date 30 days later
• The client details and amount from the schedule
• A note indicating it was auto-generated from a recurring invoice

The generated invoice appears in your Invoices list with Pending status, ready to be sent to the client.

If you need to generate an invoice immediately — for example, to bill a client before the next scheduled run — click the Play button on any schedule in the table. This creates an invoice right away and advances the next run date.

Manage your schedules

All your recurring schedules are listed in the Schedules table with the client name, amount, frequency, next run date, and a count of how many invoices have been generated so far.

Pause a schedule

Toggle the switch in the Status column to the off position. The schedule is paused and no new invoices will be generated until you re-enable it. Pausing does not delete the schedule or its history.

Resume a paused schedule

Toggle the switch in the Status column back to the on position. The schedule resumes from the next calculated run date based on the original frequency.

Delete a schedule

Click the red Trash icon to permanently delete a schedule. This stops all future invoice generation for that schedule. Invoices that were already generated are not affected.

Deleting a schedule is permanent. If you only want to stop billing temporarily, use the pause toggle instead.

Dashboard overview

The three summary cards at the top of the Recurring Invoices page give you a quick view of:

• Total Schedules — the total number of schedules you have set up (active and paused)
• Active — schedules that are currently running and will generate invoices automatically
• Invoices Generated — the cumulative count of invoices produced across all schedules