Recurring invoice scheduling and delivery

Purpose

1. Automate scheduled generation and delivery of invoices for recurring rigging and installation services in the aerial systems sub-industry.

2. Ensure consistent billing intervals, minimize missed invoices, and streamline finance workflows for antenna service providers.

3. Integrate financial records with CRM, accounting, and communication platforms for real-time status and payment tracking.

4. Reduce manual labor and error by automating reminders, PDF generation, emailing, and record updates.

Trigger Conditions

1. Date/time-based (e.g., monthly, quarterly on predefined schedule).

2. Completion of a service or project milestone tied to a contract.

3. Confirmation of recurring agreement renewal or successful payment.

4. Update in customer’s subscription or contract in CRM.

5. External API/webhook from project management or field reporting tool.

Platform Variants

1. QuickBooks Online

• Feature/Setting: “CreateRecurringInvoice” API — configure with customer ID, schedule, line items, and auto-email delivery.
  

2. Xero

• Feature/Setting: “POST /invoices” with repeat settings — set for recurring interval, automatic due date, and email sending toggle.
  

3. FreshBooks

• Feature/Setting: “Recurring Profiles” with automated send email option, set interval and customer info.
  

4. Zoho Books

• Feature/Setting: “Create Recurring Invoice” API — map Service schedule, customer contacts, activate Auto-Send.
  

5. Sage Business Cloud Accounting

• Feature/Setting: “Recurring Invoices” scheduling — set frequency, template, and contact sync.
  

6. Wave

• Feature/Setting: “Recurring Billing” automation — schedule new invoices and automate pdf email dispatch.
  

7. Microsoft Dynamics 365

• Feature/Setting: Workflow automation for “Recurring Invoices” tied to Service Agreements — flow triggers emailing.
  

8. Salesforce

• Feature/Setting: Recurring billing via Invoice Scheduler in Financial Services Cloud — process builder trigger, email/notification integration.
  

9. Odoo

• Feature/Setting: “Subscription” or “Recurring Invoice Cron” — configure templates, customer field, email automation.
  

10. Stripe

• Feature/Setting: “Subscriptions API” plus “Invoice.create” with webhook for automated pdf delivery and reminder.
  

11. PayPal

• Feature/Setting: “Create Plan and Subscription” APIs — use Billing Intervals, auto-send invoice email toggle.
  

12. Square

• Feature/Setting: “Invoice API” with “recurring_schedule” property and automate email to customer setting.
  

13. Intuit

• Feature/Setting: “Recurring Transactions” endpoint — set frequency and enable e-invoice dispatch to contacts.
  

14. Netsuite

• Feature/Setting: “Scheduled Invoice” SuiteScript or workflow — set event, link account, and automate email process.
  

15. SAP Concur

• Feature/Setting: Workflow for recurring invoice creation and email notifications, schedule by service contract.
  

16. Bill.com

• Feature/Setting: “Auto Invoice” setting in vendor/customer profiles — interval and auto-email address configuration.
  

17. Invoice Ninja

• Feature/Setting: “Recurring Invoice Automation” — define client, frequency, enable auto-email and pdf generation.
  

18. MYOB

• Feature/Setting: “Recurring Sale Invoice” function with schedule, itemization, and email recipient list setup.
  

19. Zoho CRM

• Feature/Setting: “Workflow Rules/Custom Functions” for invoice creation and email sequence upon schedule.
  

20. Pabbly Subscriptions

• Feature/Setting: “Auto-billing” for subscriptions with recurring invoice and configured SMTP for client emailing.
  

21. Google Workspace (Apps Script)

• Feature/Setting: Timed trigger in Apps Script for Google Sheets data, creates invoice via Docs/Sheet, sends PDF by Gmail API.
  

22. HubSpot

• Feature/Setting: Workflow automation for scheduled invoice email using integration with billing partners.
  

Benefits

1. Eliminates risk of delayed or missed invoices; ensures consistent cash flow.

2. Saves administration time and reduces manual data entry and human error.

3. Enhances transparency and traceability via audit-ready digital records.

4. Improves customer satisfaction through punctual and professional communication.

5. Integrates finance, CRM, and delivery records, streamlining service-business operations.