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 customisable 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.
