Automation

Automation makes the system do routine work: Assignment Rule to route documents to people, Auto Repeat to copy a document on a schedule, Notification to send an email or alert on an event, and Server Script for custom logic. Auto repeating a monthly rent invoice is the typical use. The administrator sets it up; everyone benefits. An Auto Repeat creates real documents that post to the ledger and sync to CBMS, so check the first copy carefully and stop the rule when the contract ends.

1. 01Go to Automation from the sidebar.
2. 02Click Auto Repeat > New, pick the Sales Invoice to repeat and the monthly frequency.
3. 03Set start and end dates and whether to submit automatically.
4. 04Click Notification > New to email the accountant when an invoice is overdue.
5. 05Click Assignment Rule > New to route new Issues to the support person.
6. 06Review the generated documents after the first run.

Make the system do routine work for you.

Auto repeat a monthly rent invoice.