Recurring invoices help you keep track of transactions for courses and subscriptions. Managing them from your workflows helps you connect with customers immediately while keeping your invoicing process consistent and efficient. So, let’s check how to use the “Send Recurring Invoice” action to do it.
Adding the Action #
Navigate to the Workflows tab inside the Automation section and create or edit a workflow. In the workflow builder, click the plus sign icon to add an action and select Send Recurring Invoice.
Basic Information #
Set the basic information for your invoice, which includes the sending user, template, and payment mode.
Start Date #
Select a Start Date for the invoice billing, which can be when the action is executed or a calendar date of your choosing.
Billing End #
Set when the billing should stop. You can choose between never and after a certain number of occurrences. If selecting this option, you must enter the total invoices to send by selecting one of the options from the drop-down menu.
Frequency & Delivery #
Set the frequency details for your invoice, how far in advance you want the invoice to be sent, and enable auto-payment to charge the card used for the first charge in the future. From the drop-down, choose the channel by which the recurring invoice should be sent. This allows you to target the right communication channel without extra branches.
Once you’ve filled out the details, click Save Action to add it to your workflow. Now, you can finish your workflow as desired. Enjoy smoother invoice management thanks to this feature, making your accountant and customers equally happy with precise record-keeping and transparent communications!
Frequently Asked Questions #
What does the Send Recurring Invoice action do? #
It automatically sends recurring invoices to customers from your workflow, which is ideal for courses and subscriptions that bill on a schedule.
What basic details do I need to set? #
You set the sending user, the invoice template, and the payment mode before configuring the schedule.
When can the recurring billing start? #
The Start Date can be when the action is executed or a specific calendar date of your choosing.
How do I control when billing stops? #
You can choose never, or after a set number of occurrences. If you choose occurrences, you must enter the total number of invoices to send.
Can payments be charged automatically? #
Yes. Enable auto-payment to charge the card used for the first charge on future recurring invoices.
How do I activate the action? #
Fill out the details, click Save Action to add it to your workflow, then complete and publish the workflow.
