Recurring invoices
Bill the same work on a vehicle automatically every week, month, quarter or year.
Audience:AccountsWorkshop Manager
A recurring invoice is a template that creates a new invoice for a vehicle on a schedule — for example a monthly fleet maintenance charge.
Create one
Open Billing and switch to Recurring.
Select New Recurring Invoice.
Enter a Title and choose the Vehicle (both required), and optionally a Description.
Choose the Frequency — Weekly, Bi-weekly, Monthly, Quarterly or Yearly — the Start Date and, if it should stop, an End Date.
Choose the Service Type, a Base Cost, the Tax Rate (%) and any Invoice Notes.
Add Template Parts and Template Labor lines if the invoice should itemise them.
Select Create.
What happens on each run
On each due date, WRMS Pro creates a new work order for the vehicle from the template, already marked Completed, with its invoice, and moves the Next Run date forward. The list shows how many times each one has Runs.
- Pause stops it running without deleting it; Resume starts it again.
- Process Now runs anything that is due straight away.
- Delete removes the template. Invoices already created are kept.
Recurring invoices are created by WRMS Pro's scheduled processing, which checks hourly. Use Process Now if you need one created immediately.
Permissions
Recurring invoices are part of Billing.
Still need help?
Email support@wrmspro.com or use the contact form. Signed-in users can also send a request from Settings → Support.