Recurring contract billing & auto-renewals
When a contract uses a recurring billing cadence, Roldesk generates the invoices for you automatically.
How it works
A daily automated job checks every contract that is:
- Active, and
- on a recurring cadence — Monthly, Quarterly, or Annual (not One-time), and
- has a value greater than zero.
For each one that's due, it creates an invoice, then schedules the next one for the following period. Billing stops automatically at the contract's end date.
When it bills
Contracts are billed at the start of each period (in advance) — the first invoice is created on the contract's start date, then every period after that. The value you enter is the amount charged per period, so for a monthly contract you enter the monthly amount, and for an annual contract you enter the annual amount.
To make this easy to read, the contract form and detail page show a live summary of the per-period, monthly, and annual value.
The generated invoice
- Created as a Draft so you can review it before sending — nothing is sent to the customer automatically.
- Linked back to the contract, and attributed to the contract's customer account.
Renewals
At the end of the term:
- Auto-renew on → the contract's term is extended automatically.
- Auto-renew off → the contract moves to Expired.
A renewal reminder is raised ahead of the end date based on the notice days you set.
Requirements checklist
- Status is Active
- Billing cadence is Monthly, Quarterly, or Annual
- Contract value is greater than zero
- A start date is set