Managing invoices can be a hassle, especially for small business owners who have recurring revenue streams. Our CRM has just made this a lot easier with a fantastic new way to automate your invoicing!
đź“Ś Why This Matters
Keeping track of invoices and billing cycles can be time-consuming, particularly if you’re dealing with multiple customers. Automating your recurring invoices means you can focus on what truly matters—growing your business and nurturing your relationships with clients!
✨ What’s New
- Automatic Invoicing: Set up the action to automatically send recurring invoices, making it straightforward to manage ongoing billing cycles without manual intervention.
- Full Customization: Tailor your invoicing approach with flexible start options, stop rules, and various frequencies to meet your unique needs.
🛠️ How to Use It
- Prerequisites: Ensure you’ve created at least one Invoice Template under Invoices and have a Payment Gateway set up.
- Add the Action: Access Workflow Builder, click on the “+” to add an action.
- Select Send Recurring Invoice: Search for and choose this option.
- Basic Settings: Rename Action (e.g., “Monthly Plan – Silver”), choose From User, and select your Invoice Template.
- Tweak Advanced Settings: Decide between Live or Test Mode and set your Start Date.
- End Criteria: Determine if billing should continue indefinitely or stop after a certain number of occurrences.
- Select Frequency: Choose how often invoices should be sent—daily, weekly, monthly, or yearly.
- Enable Auto-Pay: If desired, toggle this on to automatically charge clients’ saved cards after the first payment.
- Test & Go Live: Save your settings, run a test with “Test Workflow,” and then publish!
đź’ˇ Pro Tip
Consider setting reminders for yourself or your team to review the invoicing process periodically to ensure everything is running smoothly!
