workflow to trigger a recurring invoices
J
Jason Bass
I kinda can't imagine this isn't already a thing... I have a workflow that triggers the send invoice option, but it's only a one-time invoice and I need it to start a recurring invoice. I already have the template created, but the automation doesn't allow me to tell it to be a recurring invoices.
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L
Lauren Scalf
Not sure of your use case, but I run two workflows. One to send the invoice, then they get kicked into the other one with a wait period, then it kicks them back into the send invoice workflow when the time is up and the new invoice needs to go out.