Can I stop a task?
Yes — switch it off from the task card. Past runs and the counter are preserved, and it continues where it left off when you switch it back on.
You plan it, Kivi keeps track.
Define recurring invoices such as rent, subscriptions and service fees once. Invoices are then created automatically at the intervals you set, and filed with the authority if you wish.
TASKS THAT RAN AUTOMATICALLY THIS MONTH
RENT — Shop B · the 30th of each monthinvoice issued · filed ✓
STATIONERY — monthly · 22 subscribers22 invoices created
MAINTENANCE CONTRACT · weeklySMS reminder sent ✦
CONSULTING · 12 repeats completedtask ended
Set up in three steps, automatic after that
Repeat rule → invoice settings → task list. The real flow from the mobile app.
1 · Repeat rule
Day / week / month + end rule
2 · Invoice settings
Due date, filing, SMS and e-mail reminders
3 · The tasks run
Last and next run, counter, filters
You set the rule, the system does the rest
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A flexible repeat rule
Every week, every 2 months, every 15 days… choose the first repeat date and let the task run continuously, end after a set number of repeats, or end on a specific date.
Every month · first repeat 30.06 → continuous (never ends) -
Invoice settings live inside the task
The due date (on the issue date, or N days after the repeat day), the recurring description and the invoice template to repeat are all defined inside the task.
Due: from the repeat day +7 days · description: “July 2026 rent” -
Automatic filing
The invoice can be filed as soon as it is created, or held for your approval. Regulatory compliance is handled by the Kivi e-document infrastructure.
☑ File automatically → submitted the moment it is issued -
Customer reminder
When the invoice is created your customer gets an SMS and/or e-mail, and collection reminders go out automatically as due dates approach.
☑ SMS ☑ E-mail → “Your invoice has been created, due 12.07”
What the system gives you
- Operational continuity
Recurring documents are never forgotten or late — they are issued even on holidays.
- Flexible scheduling
Any interval by day, week or month, with the end rule you choose.
- An integrated structure
It works on one platform with e-documents, customers, collections and filing.
- Control and tracking
Last and next run, run count and status in one list.
Frequently asked questions
About scheduled tasks
- What if the amount changes every month?
The task uses the invoice template you defined; update the template and the next runs are issued with the new amount.
- Can I review invoices before they are filed?
If “File automatically” is off, invoices are created as drafts and submitted as you approve them.
- Which plan includes it?
Scheduled tasks are available on the SILVER plan and above; every invoice issued consumes standard credits.
Issue your recurring invoices one last time
Define it once and let Kivi create, file and remind for you every period.