Recurring invoices help you keep track of transactions for courses and subscriptions. Managing them from your workflows lets you stay in touch with customers straight away while keeping your invoicing process consistent and efficient. Here's how to use the Send Recurring Invoice action.
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.
Set the basic information for your Invoice, which includes the sending user (1), template (2), and payment mode (3).
Select a Start Date for the invoice billing, which can be when the action is executed (1) or a calendar date of your choosing (2).
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.
Define your billing frequency by selecting one of the options from the drop-down menu.
Set the frequency details for your invoice (1), how far in advance you want the invoice to be sent (2), and enable auto-payment (3) 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.
You can now finish your workflow as needed. Consistent record-keeping and clear communications keep both your accountant and your customers happy.