Invoicing & Payment ProcessingPurpose
1.2. Reduce manual workload, minimize missed invoices, and streamline financial operations for ongoing service contracts.
1.3. Support integration with payment gateways for automatic payment reminders and processing.
1.4. Allow for custom billing cycles (weekly, monthly, quarterly) and dynamic inclusion of contract terms and amendments.
Trigger Conditions
2.2. Status of service delivery is marked as complete, or milestone reached in project management system.
2.3. New or updated contract record entered in CRM.
2.4. Change in client account status prompts invoice activation.
Platform Variants
• Feature/Setting: “Recurring Transactions” API; Schedule type set to ‘Scheduled’ with repeat interval; Sample: POST /v3/company/invoice/recurring
3.2. Xero
• Feature/Setting: “Repeating Invoice” API; Configure interval and contact; Sample: POST /api.xro/2.0/Receipts
3.3. FreshBooks
• Feature/Setting: Recurring Profile; Automate new recurring invoices using profile_id parameter
3.4. Zoho Books
• Feature/Setting: “Recurring Invoices” API endpoint, specify customer_id and frequency
3.5. Sage Intacct
• Feature/Setting: “Recurring Billing Templates” in AR module, schedule with customer reference
3.6. Wave
• Feature/Setting: “Recurring Invoices” toggle, API: POST /businesses/{id}/recurring_invoices
3.7. NetSuite
• Feature/Setting: “Sales Order Recurrence” and SuiteScript scheduled scripts
3.8. SAP Business One
• Feature/Setting: “Recurring Template” using DI API, configure via recurringPostParams
3.9. Microsoft Dynamics 365 Business Central
• Feature/Setting: “Recurring Sales Invoice” batch jobs in Sales & Receivables
3.10. Odoo
• Feature/Setting: “Subscription/Recurring Invoices” module, automate via cron
3.11. Invoice Ninja
• Feature/Setting: “Auto-Bill” on recurring invoices, API: POST /api/v1/recurring_invoices
3.12. Bill.com
• Feature/Setting: “Auto-Bill Pay,” API: POST /v2/invoices/recurring
3.13. Square Invoices
• Feature/Setting: “Card on File” with invoice recurrence, API: POST /v2/invoices
3.14. Stripe Billing
• Feature/Setting: “Subscription Schedule” API, set recurring interval and customer
3.15. PayPal Invoicing
• Feature/Setting: “Recurring Invoice Templates,” API: POST /v2/invoicing/recurring
3.16. GoCardless
• Feature/Setting: “Subscriptions” endpoint, automate via schedule parameter
3.17. Chargebee
• Feature/Setting: “Subscription Billing” automation, auto-generated invoices
3.18. HoneyBook
• Feature/Setting: “Recurring Payment Plan” in project automation, set invoice intervals
3.19. 17hats
• Feature/Setting: “Recurring Invoice Workflow,” configure schedule and linked contact
3.20. Invoicely
• Feature/Setting: “Recurring Invoice Feature,” set client, amount, frequency
3.21. KashFlow
• Feature/Setting: “Repeat Invoices,” set up via API or inside Repeat Invoice tab
3.22. Trello
• Feature/Setting: Trello Automation + Power-Up link to invoice system, trigger via due-date custom field and webhook
3.23. Salesforce
• Feature/Setting: Salesforce Billing, “Recurring Invoice Schedule,” automatable using Process Builder or Flow
3.24. Monday.com
• Feature/Setting: Recurring workflows in integrations, trigger based on contract column status
Benefits
4.2. Reduces manual workload and risk of human error in billing cycles.
4.3. Enables detailed audit trails and consistent financial reporting for service agreements.
4.4. Enhances client experience with timely, predictable invoicing and payment options.
4.5. Scales with business growth by easily adding new clients or contracts to the schedule.