Recurring Invoice in Automations & Workflows

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 customisable 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.

• Search and select Send Recurring Invoice.

• Basic Settings

1. Rename Action (e.g. "Monthly Plan – Silver")

2. Choose From User

3. Select Invoice Template

4. Toggle between Live or Test Mode

5. 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).

6. Define End Criteria

• Never: Keeps billing until stopped

• After X Occurrences: E.g. 12 monthly invoices

7. 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

8. Enable Auto-Pay (Optional): Turn ON if you want to automatically charge the saved card after the first successful payment.

9. Test & Go Live: Save, test with “Test Workflow”, then publish.