Recurring schedules create repeating invoices, expenses, and income while keeping every schedule's health and history in one place.
Choose the schedule type
Recurring invoice builds a new invoice for a client on a schedule.
Recurring expense records predictable spending.
Recurring income records predictable income received outside the invoice workflow.
Monitor schedule health
The overview highlights active schedules, the next queued run, paused schedules, and anything needing attention. The table explains each schedule's context, amount, frequency, next run, and status.
Use this page as the operating center for all repeating money activity, not only recurring invoices.
Pause or resume without deleting
Open an active schedule and select Pause when it should stop creating new records temporarily. Resume it when the work continues. Pausing preserves the schedule, configuration, and history.
Review execution history
Select History from a schedule to see earlier text history alongside structured execution events as they become available. Review what Moxie created, when it ran, and whether an execution needs attention.
Know when to use a payment plan instead
A recurring schedule repeats according to time. A payment plan follows an ordered commercial schedule where earlier steps can control later ones. Use the model that matches the client's agreement rather than treating every repeated invoice as the same workflow.
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