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Automate Recurring Bills

Automated Bills

Create regular sales invoices automatically on schedule

Automated Bills Feature in myBillBook

Automated Bills in myBillBook helps you create sales invoices automatically for customers who are billed regularly.

You can set the customer, items, start date, end date, billing frequency, and payment terms once. Based on this schedule, myBillBook creates sales invoices automatically.

This feature is useful when your business sends the same type of bill again and again, such as monthly service charges, rentals, subscriptions, maintenance fees, or regular supply orders. You can also use reminders and payment links with automated bills to follow up with customers after the invoice is created.

How to Use Automated Bills Feature in myBillBook

Step 1: Open Automated Bills

Go to Automated Bills from your myBillBook dashboard or menu.

Step 2: Create Automated Invoice

Click Create Automated Invoice to start setting up the bill.

Step 3: Add Billing Schedule

Select start date, end date, billing frequency, and payment terms.

Step 4: Add Customer and Items

Choose the customer and add the products or services to be billed.

Step 5: Save Automated Bill

Review the details and save the automated bill schedule.

Automated Billing or Recurrent Billing Feature - Benefits

Avoid Missed Bills

Create scheduled invoices so regular customer bills are not forgotten.

Keep Billing Consistent

Use the same customer, item, amount, and schedule every time.

Manage Regular Customers

Handle monthly, weekly, or fixed-schedule billing more easily.

Track Bill Schedules

Know which bills are active, paused, stopped, or due next.

Track Details of all Automated Bills in One Place

Active Bills

View bills that are currently running as per schedule.

Paused Bills

Temporarily stop bill creation and resume it later.

Stopped Bills

View bills that have been permanently stopped.

Previous Billing Date

Check when the last invoice was created.

Next Billing Date

See when the next invoice is scheduled.

Bill Amount

View the amount linked to the automated bill.

Reminders and Payment Follow-Ups

Automated Billing does not just create regular sales invoices. It also helps with the next step after billing, such as reminding customers and sharing payment links where available.

SMS Reminders

Send customer reminders for automated bills based on the selected schedule.

Payment Link Sharing

Use payment links with automated bills to make collection follow-up easier.

Bill Sent Updates

Receive updates when an automated bill is created or sent successfully.

Things to Know About myBillBook Automated Billing Feature

Sales Invoice Only

Automated Billing is used for creating sales invoices.

Schedule Required

Start date, end date, billing frequency, and payment terms are needed.

Paused Can Resume

A paused automated bill can be resumed later.

Stopped Bills Cannot Be Resumed

A stopped automated bill cannot be restarted again.

Plan Access May Apply

Availability and limits may depend on the active plan.

Usage Limits May Apply

Some users may have limits on active automated bills.

Which Businesses Benefit Most from Automated Bills?

Regular Rental Businesses

Create regular bills for rent, equipment, or lease payments.

Subscription Businesses

Create scheduled invoices for repeated product or service plans.

Agencies and Consultants

Send your regular invoices for retainers or ongoing client works.

Create Automated Bills Without Repeating Work

Book Free Demo

Frequently Asked Questions

Is Automated Bills useful when the bill amount changes often?

It works best when the same customer is billed with similar items or amounts regularly. If values change often, review the bill setup before continuing.

Can I create separate automated bills for different customers?

Yes. Create separate automated bill schedules for customers with different billing dates, items, amounts, or payment terms.

Will the customer receive the invoice automatically?

Automated Billing creates the invoice. Sharing the invoice or following up for payment should be managed separately.

What should I check before saving an automated bill?

Check customer name, items, amount, start date, end date, billing frequency, and payment terms before saving.

Can Automated Bills be used for GST invoices?

Yes, if your sales invoice includes GST details, the automated invoice will follow the invoice setup used in myBillBook