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Hi, Gouse You can used Scheduled Apex to send balance on first day of every month.Use the Apex scheduler and the Schedulable interface if you have specific Apex classes that you want to run on a regular basis, or to run a batch Apex job using the Salesforce user interface.you can refer below link:https://help.salesforce.com/articleView?id=code_schedule_batch_apex.htm&type=5https://developer.salesforce.com/docs/atlas.en-us.apexcode.meta/apexcode/apex_scheduler.htmhttps://trailhead.salesforce.com/en/content/learn/modules/asynchronous_apex/async_apex_scheduledI hope you find the above solution helpful. If it does, please mark as Best Answer to help others too.Thanks and Regards,Deepali Kulshresthawww.kdeepali.com