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Invoicing

Recurring Invoices in Workflows

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:
  1. Flexible start options: Action Date or Fixed Date
  2. Stop rules: Never, or After X Occurrences
  3. Frequencies: Daily, Weekly, Monthly, Yearly
  4. Optional: Auto-charge customer cards
How to Use
  • Prerequisites
  1. At least one Invoice Template is created under Invoices.
  2. A Payment Gateway (like Stripe or PayPal) is configured.
  • Steps
  • Add the Action
  • In Workflow Builder, click on the “+” to add an action.
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  • Search and select Send Recurring Invoice.
  • Basic Settings
  1. Rename Action (e.g. "Monthly Plan – Silver")
  2. Choose From User
  3. Select Invoice Template
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  1. Toggle between Live or Test Mode
  2. 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).
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  1. Define End Criteria
  • Never: Keeps billing until stopped
  • After X Occurrences: E.g. 12 monthly invoices
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  1. 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
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  1. Enable Auto-Pay (Optional): Turn ON if you want to automatically charge the saved card after the first successful payment.
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  1. 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.