Recurring Jobs

What Are Recurring Jobs?

Recurring jobs automate the creation of jobs (and optionally invoices) on a schedule. Ideal for retainer billing, recurring compliance work, and subscription services.

Cadence Options

Cadence	Description	Use Cases
Weekly	Every 7 days	Weekly reporting, maintenance
Fortnightly	Every 14 days	Bi-weekly services
Monthly	Same day each month	Retainers, bookkeeping
Quarterly	Every 3 months	GST/BAS, quarterly reviews
Yearly	Same date annually	Annual accounts, tax returns

Configuration

• Job Template — which template to use for new jobs (tasks, costs, defaults all copied)
• Title Override — customise job names with merge fields like {period}, {client}, {year}
• Create As — Draft (review first), Active (ready to work), or Invoice Only (completed shell job with auto-invoice)
• Schedule — day of week/month, hour of day, timezone
• End Date — optional end date to stop recurrence

Auto-Invoicing

When enabled, an invoice is automatically created with each job:

• Invoice mode: Bill Estimated or Retainer
• Invoice date can be offset from run date (e.g., run Dec 26, date invoice Jan 1)
• Configurable due date calculation
• Optional auto-export to accounting

Job Lifecycle Management

Option	Behaviour
Manual close	Jobs remain open until manually completed
On next run	Previous job auto-closes when new period starts

Pause & Resume

Pause a recurring job to skip future runs without deleting the configuration. Resume at any time — the next run date recalculates automatically.

Run History

Every execution is logged with status (created, skipped duplicate, error), linked job ID, and period key. View the full history on the recurring job detail page.

Deduplication

Period keys prevent duplicate job creation if the processor runs multiple times for the same period (e.g., abc123-202501 for January 2025).