Keeping track of recurring payments (subscriptions)?

How do you guys keep track of recurring subscription payments that you have such as your phone/internet bills, Microsoft 365 subscriptions, etc?

Is there any way to do this other than a recurring invoice?

You could use the auto repeat feature on the required document, or write a script that duplicates the document or sends reminders close to the expiry of the subscription.
A report view to visualise the days till expiry? Anything is possible.

This may be a thread hijack :slight_smile:

I’m interested in enhancing the function of Auto Repeat (specifically for Purchase Invoices).

When we pay Suppliers for subscription-type services (or monthly amount is the same every month), I’d like to create the Purchase Invoice and the Payment Entry.

Does anyone know if the Auto Repeat doctype has any specific order when running? Do Purchase Invoices get created before or after Payment Entries?

Ideally we would have the Purchase Invoice and Payment Entry occur on the same day.

The solution that comes to mind is to create the Purchase Invoice one day after creating an Auto Repeat payment entry. If I set the default value for purchase_invoice.allocate_advances_automatically to true, then the Payment Entry should automatically allocate when the Purchase Invoice is created the day after.

I think if I wanted the Purchase Invoice and Payment Entry to occur on the same day, I would need to create a custom app or script that would automatically generate the payment entry after Auto Repeat Purchase Invoice is submitted.

Does anyone have any input on such an automation?

I don’t think Subscription would help much because it will still only create the Purchase Invoice. Is this correct?

For a custom app, I’m thinking perhaps modify the Auto Repeat doctype. I could create a function ‘run after’ pointing to the payment entry. I could then create a custom doctype `Automatic Payment Template’ to store the Payment Entry variables.