At least one Invoice Template is created under Invoices.
A Payment Gateway (like Stripe or PayPal) is configured
Navigate to Automation > Create Workflow + Start from Scratch
Add New Trigger
Click on the “+” to add an action.
Search and select Send Recurring Invoice.
Rename Action (e.g. "Monthly Plan – Silver")
Choose From User and Select Invoice Template.
Toggle between Live or Test Mode
Set Start Date - Action Date: Starts from contact’s entry point (e.g. Form submitted, Birthday reminder). - Fixed Date: Starts from a specific calendar date (e.g. 1st July).
Define End Criteria
Never: Keeps billing until stopped.
After X Occurrences: E.g. 12 monthly invoices.
Choose Recurrence Frequency
Daily - Every X Days
Weekly - On a weekday or Action Date
Monthly - By date or week (e.g. 2nd Wednesday)
Yearly - Annual billing
Enable Auto-Pay (Optional): Turn ON if you want to automatically charge the saved card after the first successful payment.
Test & Go Live: Save, test with “Test Workflow”, then publish.
Recurring billing is a backbone for agencies, memberships, course platforms, and SaaS services. Until now, automating this process needed workarounds. With this native integration recurring invoices will be fully synced with workflows.
