Users should be able to set Recurring Invoice, Autopayment and Manage Payment Methods in Invoice Templates
E
Eric Langley
Users should be able to set Autopayment and Manage Payment Methods in Invoice Templates. This would allow the creation of templates that support unique recurring invoice needs, such as not charging processing fees when an ACH payment is required.
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S
Sales & Marketing
Merged in a post:
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.
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.