How do recurring bills work in Aicountly Billing, and are they raised automatically?
I bill some customers the same amount every month and want to know if Billing creates those invoices on its own.
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Aicountly Product Guide
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No. A recurring bill in Aicountly Billing is a rule, not an automatic invoice. When the rule's next date arrives, it is listed as due on the Recurring bills screen and counted on the bell and the overview. Nothing is posted until someone presses Raise it, which posts the real invoice in Smart Books.
To find it, open Settings, go to Automation & workflows and choose Open recurring bills. Each rule shows what it is for, the customer, how often it repeats, its next date and its status (active, paused or ended). The Raise it button appears only for an active rule that is due, and only for people whose profile allows creating sales.
Aicountly Product Guide · 1h ago
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