Recurring invoice generation and delivery

Purpose

1.1. Automate generation and delivery of recurring invoices for clients in accounting services, ensuring timely billing, reducing manual errors, maintaining cash flow, and streamlining back-office operations.
1.2. Integrate with accounting, CRM, and payment systems to auto-schedule, generate, and send customized invoices based on client engagement terms and service frequency.
1.3. Automatically log invoicing actions, track delivery/open rates, send reminders, and update financial ledgers upon payment or non-payment.
1.4. Provide audit-friendly records, support compliance, and allow easy scaling with client base growth.

Trigger Conditions

2.1. Scheduled recurrence (e.g., monthly, quarterly, annually) as defined per client/service agreement.
2.2. Receipt of specific CRM event (e.g., project milestone, contract renewal).
2.3. Payment cycle triggers: pre-set date, after prior invoice paid, subscription renewal.
2.4. Integration event from external systems (e.g., service delivery logged, new deal closed).

Platform Variants

3.1. QuickBooks Online
• Feature/Setting: “Recurring Transactions” and “Create Recurring Invoice” API endpoint; configure client, schedule, template, and auto-email settings.
3.2. Xero
• Feature/Setting: “Repeating Invoices” function; configure Schedule and Contact, use API endpoint PUT /invoices for automated invoice generation.
3.3. FreshBooks
• Feature/Setting: “Recurring Templates” and API endpoint invoices/recurring_profiles for automated cycles.
3.4. Zoho Books
• Feature/Setting: “Recurring Invoices” and API: POST /recurringinvoices; set up recurrence, client, email dispatch.
3.5. Sage Intacct
• Feature/Setting: “Recurring Invoices” via Order Entry module and create recurring billing schedule.
3.6. Wave
• Feature/Setting: “Recurring Billing” setup via Wave interface, and invoices API for generation & delivery.
3.7. Stripe
• Feature/Setting: “Billing Subscriptions” and /v1/invoices API endpoint for periodic auto-billing and email delivery.
3.8. PayPal
• Feature/Setting: “Recurring Payments” via /v1/billing/plans and /v1/billing/subscriptions endpoints.
3.9. Bill.com
• Feature/Setting: “Recurring Payments” and API Create/Send invoice (POST /v2/invoices).
3.10. Microsoft Dynamics 365 Finance
• Feature/Setting: “Recurring Invoice” workflow and recurring billing schedule configuration in Sales invoicing.
3.11. Salesforce (with FinancialForce or CPQ add-ons)
• Feature/Setting: “Subscription Billing Schedules” object and “Automated Invoice Job” flow.
3.12. Odoo
• Feature/Setting: “Subscriptions” module and automated recurring invoice configuration in Sales/Invoicing.
3.13. SAP Business One
• Feature/Setting: “Recurring Transactions” in AR and batch recurring invoice creation (Service Layer API: Invoice endpoint).
3.14. Netsuite
• Feature/Setting: “Recurring Billing Schedules” in SuiteBilling and Invoice Record (REST API /record/v1/invoice).
3.15. MYOB
• Feature/Setting: “Recurring Sales” and use recurringInvoice API for automated generation.
3.16. KashFlow
• Feature/Setting: “Repeat Invoice” templates and Create repeat invoice via REST API.
3.17. Square
• Feature/Setting: “Recurring Invoices” in Invoices API (v2: POST /v2/invoices).
3.18. Google Sheets (used with Apps Script or add-ons)
• Feature/Setting: Custom script to schedule creation/dispatch from invoice templates and mail via Gmail API.
3.19. HubSpot (with billing integrations)
• Feature/Setting: Workflow to auto-generate deals/invoices and trigger integrated invoicing tool.
3.20. Intuit Mailchimp (Transactional)
• Feature/Setting: Use e-commerce automation to email invoices from other connected apps, trigger on schedule.
3.21. SAP S/4HANA
• Feature/Setting: SD Billing Plan (Recurring billing schedule), automation via SAP Fiori apps or APIs.
3.22. Oracle Fusion Cloud
• Feature/Setting: “Subscription Billing” streams, batch recurring invoice via REST API.
3.23. Chargebee
• Feature/Setting: “Subscription Invoicing” and /invoices API endpoint for scheduled invoice runs.
3.24. Recurring.co
• Feature/Setting: Schedule and send recurring invoices via REST API trigger based on date/event.
3.25. Workday
• Feature/Setting: Recurring invoice automation via “Customer Invoices” and “Schedule Invoice Run.”

Benefits

4.1. Reduces administrative labor, freeing staff for value-added tasks.
4.2. Minimizes human error, ensuring timely, accurate invoice dispatch.
4.3. Increases cash flow predictability and collection efficiency.
4.4. Supports regulatory compliance and audit traceability.
4.5. Scales seamlessly with business and client base expansion.
4.6. Improves client experience via consistent, on-time billing and clear communication.