Recurring invoice automation for repeat clients

Purpose

1.1. Automate sending of accurate recurring invoices to established clients for ongoing airbrushing projects.
1.2. Ensure timely billing, minimize manual errors, enable consistent cash flow, and reduce administrative overhead.
1.3. Leverage multiple invoicing, payment, and booking systems for seamless workflow in the context of art services.
1.4. Support multiple billing cycles, client customization, and automatic payment reminders or confirmations.

Trigger Conditions

2.1. Client tagged as “repeat” or “recurring” within CRM, or status change via API event.
2.2. Predefined interval (e.g., weekly/monthly) elapses since last invoice.
2.3. Detection of completed or ongoing milestone/status within project management tool.
2.4. Positive response to auto-renewal notice or acceptance of new commission in client portal.

Platform Variants

3.1. QuickBooks Online
• Feature: “Recurring Transactions” API — POST to /v3/company/invoice for scheduled templates.
3.2. Xero
• Setting: “Repeating Invoices” endpoint — PUT /api.xro/2.0/Invoices with repeating rules.
3.3. FreshBooks
• Feature: “Recurring Profiles” — POST to /recurring_profiles endpoint, assign to client IDs.
3.4. Zoho Books
• Feature: “Auto Recurring Invoices” — POST /invoices/recurring, map to client record.
3.5. Stripe
• API: “Subscriptions” — Create Subscription object for each client in /v1/subscriptions.
3.6. PayPal
• Feature: “Billing Agreements” — POST to /v1/payments/billing-agreements for automated charges.
3.7. Square
• Setting: “Invoices API” — POST /v2/invoices with recurring schedule parameter.
3.8. Wave
• Feature: “Recurring Billing” — Enable in dashboard, automate via webhook triggers.
3.9. Invoice Ninja
• Feature: “Recurring Invoices” endpoint — POST /api/v1/recurring_invoices for templates.
3.10. Sage Intacct
• API: “Recurring GL Entries/Invoices” — Schedule via XML API in ARINVOICE object.
3.11. Bill.com
• Feature: “Auto-Bill” — Activate for clients, configure in portal → recurring schedule.
3.12. Chargebee
• Setting: “Subscriptions” — POST /subscriptions with recurring invoice settings.
3.13. Paddle
• Feature: “Subscription Plans” — Add plan for each frequency, assign to client via API.
3.14. Zoho Subscriptions
• API: POST /subscriptions — Set recurrence and client in body.
3.15. Intuit Payments
• Feature: “Automatic Recurring Billing” — Set schedules in payment dashboard.
3.16. Mailgun
• Feature: “Transactional Emails” — POST to /messages API to send confirmation/reminder emails.
3.17. Salesforce
• Setting: “Scheduled Actions” in Process Builder — trigger recurring invoice object creation.
3.18. HubSpot
• Feature: “Workflows” — trigger invoice via integration on recurring schedule.
3.19. Microsoft Dynamics 365
• Setting: “Recurring Billing Profiles” — configure via Financials API.
3.20. Odoo
• Feature: “Recurring Invoices” in Accounting module — automate renewal via cron jobs.
3.21. MYOB
• Setting: “Recurring Sales” — set on invoice entry, automate via MYOB API.

Benefits

4.1. Reduces billing effort and manual follow-ups for airbrushing professionals.
4.2. Increases income predictability and improves client retention for art service businesses.
4.3. Lowers payment delays with automated reminders and charge attempts.
4.4. Reduces risk of human error, supporting compliance and professional image.
4.5. Frees creative resources by automating routine invoicing and payments.