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Automated Dispatch

Set your billing frequency (Weekly, Monthly, Quarterly) and let the engine issue PDF invoices directly to your client's inbox on schedule.

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Live Forex Lock

Invoices billed in USD, EUR, or AED automatically capture the interbank rate on the exact generation date for compliant book entries.

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Chaser Automation

Gentle automated email reminders dispatched 3 days before due date, on due date, and after overdue status to eliminate unpaid delays.

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GST LUT Compliance

Automatic Rule 96A zero-rated export declarations printed on every recurring international invoice to keep your CA filings smooth.

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Retainer Forecasting

Predict monthly recurring revenue (MRR) and track payment history across all active retainer clients in one visual dashboard.

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Custom Domain SMTP

Deliver invoices from your own professional domain (`billing@yourfirm.com`) with zero spam flags and 100% inbox delivery.

3-Step Workflow

How Recurring Invoicing Works

1

Create Retainer Template

Set your client, currency (USD, AED, EUR, INR), items, and fixed retainer amounts.
2

Define Schedule & Cadence

Select generation day (e.g. 1st of every month) and invoice payment terms.
3

Automated Dispatch & Reminders

The system executes in the background, attaches the PDF, and chases overdue payments.

// Sample Recurring Schedule

Client: Apex Global LLC (Delaware)

Cadence: Monthly (1st of Month)

Retainer: $4,500.00 USD

✓ Next Run: Nov 01, 2026

✓ Status: Active & Synced with Live Forex

Handling Mid-Month Prorations & Scope Addendums

When clients onboard mid-cycle or adjust their monthly engagement scope, Cod Xpert manages billing variations cleanly.

Automated Mid-Month Prorations

Easily generate partial-period invoices for clients who start mid-month, aligning future billings seamlessly with the first of each subsequent calendar month with zero manual math errors.

Scope Addendums & Ad-Hoc Charges

Need to bill for out-of-scope work or bonus milestones? Attach ad-hoc line items to upcoming recurring runs or generate one-off supplemental invoices in 1-click via Quotations.

Continuous Supply of Services under GST Law (Section 31(5))

When delivering ongoing digital marketing, software maintenance, or consulting services under long-term retainers, Indian GST legislation defines strict rules for continuous supply.

Section 31(5)(a) Due Date Determination

Where the contract provides for a predetermined date of payment (e.g., 1st or 5th of every month), the invoice must be issued on or before that due date. Cod Xpert's automated background scheduler executes on your designated schedule so invoices are legally dated and dispatched on time.

Read the GST LUT Rule 96A Retainer Guide →

Recurring Exchange Rate Freezes

For international retainers denominated in USD, EUR, or GBP, each recurring generation captures the official interbank rate on that specific generation date. This guarantees accurate financial reporting under Multi-Currency Standards and simplifies year-end CA audits.

Check Exchange Rate Calculation Mechanics →

Frequently Asked Questions on Recurring Invoices

What scheduling frequencies are supported?

Can I attach static terms or service level agreements (SLAs) to recurring invoices?

Yes. You can define static boilerplate terms, SLA commitments, and payment wire details that append automatically to each recurring monthly generation.

What happens if an automated recurring dispatch fails due to an invalid email?

The system logs the delivery failure in your dashboard audit queue, highlights the affected client record, and alerts your billing administrator immediately.

You can set up recurring invoice schedules on weekly, bi-weekly, monthly, quarterly, semi-annual, or annual cadences. You can also specify an optional end date or total occurrence limit.

Can recurring invoices be sent automatically without manual review?

Yes. You can configure full auto-pilot mode where Cod Xpert generates the PDF and emails it directly to your client via your authenticated corporate SMTP domain on the scheduled date.

How do automated overdue reminders work?

If a client fails to settle an invoice within the designated payment window (e.g., Net-15 or Net-30), our Invoice Tracking System dispatches gentle follow-ups at 7, 14, and 21 days past due.