Recurring Invoices: How to Save 10 Hours of Admin Work a Month (The ABSS Edition)

Is "Billing Day" Your Least Favorite Day of the Month?

It’s the 1st of the month. You sit down with your coffee, open ABSS (MYOB), and stare at a stack of contracts.

• Invoice for Office Rent... (Type, type, type).

• Invoice for Monthly Retainer... (Copy, paste, change date).

• Invoice for Maintenance Fee... (Duplicate last month’s, hope I didn't forget to update the invoice number).

If this sounds like your life, you are suffering from "Manual Entry Fatigue." It’s boring, it’s prone to typos, and frankly, it’s a waste of your talent.

At Apscom Solutions, we love efficient workflows. Today, we’re sharing the #1 productivity hack for ABSS users: The "Save as Recurring" Feature.

What is a Recurring Transaction?

Think of it like a photocopier that lives inside your software. You set up the invoice once, and ABSS keeps a "master copy" of it. When billing day arrives, you don't type a single word. You just tell ABSS: "Go get the master copy and record it for this month."

3 Perfect Scenarios for Automation:

1. The "Retainer" Client: Fixed monthly consulting or marketing fees.

2. Rent & Leasing: Property management fees that never change.

3. Standard Subscriptions: IT support or software maintenance renewals.

The ABSS "Hack": How to Set It Up

You don't need a fancy plugin to do this. It is built right into your Sales command centre.

Step 1: Create the "Master"

• Enter your Sales Invoice as usual (Customer, Description, Amount, Account Code).

• STOP! Do not click "Record" yet.

• Look at the bottom of the screen (or the "Actions" button depending on your version) and click "Save as Recurring."

Step 2: Configure the Schedule

• A window will pop up. Give it a clear name (e.g., "Rental Invoice - Tenant A").

• Frequency: Set it to "Monthly" (or Quarterly).

• Start Date: Pick the next billing date.

• Reminders: Select "Remind me to record this transaction" so it pops up in your To Do List.

Step 3: The "One-Click" Generation

• When the 1st of the month arrives, go to your To Do List > Recurring Transactions tab.

• You will see a list of everything due today.

• Tick the boxes for the ones you want to send and click "Record."

• Done. You just recorded 50 invoices in 30 seconds.

Why This is Safer Than Copy-Pasting

We know some of you like to find an old invoice and "Save As New." Here is why you should stop:

1. The "Copy" Danger: When you copy an old invoice, you might accidentally copy unique details (like a specific comment: "Discount for delay in June") that shouldn't be on the new invoice.

2. Consistency: Recurring templates ensure the General Ledger (GL) code is always correct. No more accidental posting to "Miscellaneous Income."

3. Speed: Generating from a list is 10x faster than opening invoices one by one.

Pro Tip: Use the "Use Recurring" Button

If you need to send an invoice off-schedule (e.g., a client asks for an extra service that matches a template), you don't have to wait for the reminder.

• Go to Sales > Enter Sales.

• Click the "Use Recurring" button at the top.

• Select your template, modify it if needed, and hit Record.

Stop typing. Start automating. Want to clean up your messy list of old recurring templates? Contact Apscom for a quick "File Health Check" session!