What’s New?
- You can now automatically send recurring invoices as part of any Workflow by using the new Send Recurring Invoice Action. If you’re managing recurring billing cycles — this action puts your invoicing on autopilot.
- Fully customizable with:
- Flexible start options: Action Date or Fixed Date
- Stop rules: Never, or After X Occurrences
- Frequencies: Daily, Weekly, Monthly, Yearly
- Optional: Auto-charge customer cards
How to Use
- Prerequisites
- At least one Invoice Template is created under Invoices.
- A Payment Gateway (like Stripe or PayPal) is configured.
- Steps
- Add the Action
- In Workflow Builder, click on the “+” to add an action.
- Search and select Send Recurring Invoice.
- Basic Settings
- Rename Action (e.g. "Monthly Plan – Silver")
- Choose From User
- Select Invoice Template
- Toggle between Live or Test Mode
- Set Start Date
- Action Date: Starts from contact’s entry point (e.g. Form submitted, Birthday reminder).
- Fixed Date: Starts from a specific calendar date (e.g. 1st July).
- Define End Criteria
- Never: Keeps billing until stopped
- After X Occurrences: E.g. 12 monthly invoices
- Choose Recurrence Frequency
- Daily → Every X Days
- Weekly → On a weekday or Action Date
- Monthly → By date or week (e.g. 2nd Wednesday)
- Yearly → Annual billing
- Enable Auto-Pay (Optional): Turn ON if you want to automatically charge the saved card after the first successful payment.
- Test & Go Live: Save, test with “Test Workflow”, then publish.
Why We Built This
- Recurring billing is a backbone for agencies, memberships, course platforms, and SaaS services. Until now, automating this process needed workarounds. With this native integration recurring invoices will be fully synced with workflows.
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