Yojika
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Recurring invoices

Set up invoices that repeat on a schedule, and create the due ones from a review queue.

Updated

If you bill the same customer the same items again and again — a monthly rent, a weekly supply — set up a recurring template once. Yojika keeps track of when the next bill is due and creates it for you after you confirm. It never bills a customer silently.

See your templates

Open Recurring from the sidebar to see the Recurring Templates list. Each template shows its cadence (for example Monthly (day 5)), the Next due date, and how it ends. A paused template is marked (paused).

Create a template

  1. Click New Template.
  2. Fill in the Template Name.
  3. Choose the Party (optional) — the customer to bill, or leave it as Walk-in / None.
  4. Add Default Notes if you want them on every bill.

Set the schedule

Under Schedule:

  • Frequency — Daily, Weekly, or Monthly.
  • Days or Weeks — how many to skip between bills (for example every 2 weeks).
  • Day of month — for a monthly template, the day the bill falls on.

Set when it ends

Under Ends, pick an End condition:

  • Never (indefinite) — it keeps going until you pause or delete it.
  • On date — click Pick date and choose the last date.
  • After N invoices — enter the Number of invoices to create in total.

Add the lines

Under Lines, add each item’s Description, Qty, Rate and Disc. Click Add line for more. Then click Save.

Edit, pause or delete a template

On the Recurring Templates list, use the menu at the end of a row:

  • Edit — change the schedule, lines or end condition.
  • Pause / Resume — stop or restart it without deleting.
  • Delete — remove it.

Create the due invoices

When bills come due, Yojika shows a reminder and a review queue. Open it with Generate due from the templates screen (or the reminder). The Recurring Invoices Due screen lists every template that is due.

For each one:

  • Create Invoice — confirm, and Yojika raises a real invoice with a fresh invoice number and the template’s items, party and tax mode.
  • Skip — skip this one due date and move to the next.

To do them all at once, click Generate all and confirm.

Every invoice made this way is a normal sale invoice — you will find it in the Invoices list.