Create a recurring profile
Select the customer, source document details, frequency, start date and optional end date. Available schedules include weekly, monthly, quarterly, yearly and custom intervals.
Pause or resume
Pause a profile when new documents should not be generated. Resume it after reviewing the next run date and source details.
Review run history
Use profile history to confirm generated documents and missed-work evaluation. Involora checks eligible recurring work when the application is active.
Choose notifications
Open Settings → Notification to enable reminders for due invoices, expiring quotes, recurring activity, low stock, backups or long-running timers.
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