Recurring invoice setup for long-term projects

Purpose

1.1. To automate generating and sending recurring invoices for ongoing conservational and restoration projects, reducing manual billing errors, ensuring cash flow regularity, and automating client reminders for payments and overdue notices.
1.2. This automator enables artwork restoration businesses to maintain precise, timely, and customizable invoice management for contracts that span months or years, including installment billing and automated financial record updates.

Trigger Conditions

2.1. New project or contract tagged as "recurring billing" in CRM or project management tool.
2.2. Scheduled interval (monthly, quarterly, custom cycles) elapses for an active long-term project.
2.3. Payment received or overdue event triggers further automated actions (reminders, receipts).

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: Automate "Recurring Transaction" > Invoices; configure schedule, client, amount, and itemization.
3.2. Xero
• Feature/Setting: Setup "Repeating Invoices" via API; set frequency, contact, reference, and auto-email options.
3.3. FreshBooks
• Feature/Setting: Automate "Recurring Profiles" to generate and email invoices automatically per schedule.
3.4. Zoho Books
• Feature/Setting: Recurring Invoices API; define period, customer, and auto-payment workflow.
3.5. Stripe
• Feature/Setting: "Subscriptions" API for recurring billing and invoice automation based on contract terms.
3.6. Square
• Feature/Setting: Use "Recurring Invoices" via Dashboard or API; configure frequency, auto-reminders.
3.7. PayPal
• Feature/Setting: Automated "Subscription Billing Plans" or "Recurring Payments" with notifications.
3.8. Sage Business Cloud
• Feature/Setting: "Recurring Invoice Templates"; automate invoice generation and dispatch.
3.9. Wave Financial
• Feature/Setting: "Recurring Invoices"; set schedule, customer details, and email delivery automation.
3.10. Netsuite
• Feature/Setting: "Recurring Billing Schedules" in Financial Suite; automate invoice workflows.
3.11. Bill.com
• Feature/Setting: Automated "Scheduled Invoices" and payment reminders.
3.12. Chargebee
• Feature/Setting: "Automated Billing Cycles" and "Automated Invoice Creation" APIs.
3.13. Chargify
• Feature/Setting: "Recurring Components" API for service-based billing automation.
3.14. Harvest
• Feature/Setting: "Recurring Invoice Templates"; automate scheduling and delivery.
3.15. Invoicely
• Feature/Setting: "Automated Recurring Invoices"; select clients and itemize services.
3.16. Intuit Invoice
• Feature/Setting: "Auto-Invoice Scheduler" for long-term art projects.
3.17. SAP Concur
• Feature/Setting: "Automated Invoice Management" for recurring vendor payments.
3.18. Microsoft Dynamics 365
• Feature/Setting: "Recurring Billing and Invoicing" module; automate project-based invoices.
3.19. Oracle NetSuite
• Feature/Setting: Configure "Automated Recurring Invoices" in ERP system integrations.
3.20. Odoo
• Feature/Setting: "Automated Subscription Invoices" via Sales > Subscription module API.
3.21. HubSpot
• Feature/Setting: "Workflow Automation" to trigger external invoice creation on renewal events.
3.22. Monday.com
• Feature/Setting: Automation recipes with "when status changes to X, create invoice" actions via Zapier integration.

Benefits

4.1. Automates reduction of human errors in manual invoice processing and payment tracking.
4.2. Automatedly ensures consistency in sending out invoices and payment reminders for long-term artwork restoration contracts.
4.3. Automator frees staff time for high-value client and project work by eliminating repetitive administrative tasks.
4.4. Automation for multi-integration across platforms enables precise tracking and seamless financial record management.
4.5. Automating recurring invoices increases on-time payment rates and project cash flow predictability.
4.6. Automated reminders, dunning, and follow-ups reduce late payments and associated risk for the restoration business.
4.7. The automatable process provides transparent audit trails for compliance and financial visibility.