Recurring contract billing involves manually reviewing active contracts, calculating charges based on service terms, creating invoices, and sending them to customers each month. Manual calculation and email delivery create delays, errors, and significant bookkeeper time spent on repetitive tasks.
Automation reads contract terms from the master list, calculates invoice amounts automatically, creates invoices in the accounting software, and sends them to the correct customer email addresses. Invoices go out the same day with zero calculation errors.
The full workflow, from trigger to completion.
A scheduled time (e.g. every Monday and Thursday) or a manual webhook triggers the automation to begin. The system checks which customers are due for billing.
The automation retrieves active customer contracts, including service frequency, rates, add-ons, and billing contact email.
The automation applies the contract terms to calculate the total charge for each customer, factoring in service frequency, hourly or flat rates, and any extras.
The automation creates a new invoice with the customer, line items, calculated amount, and due date.
The automation sends the invoice to the customer's email address on file, with a standard message and attachment.
The automation records the invoice number, customer, amount, and send date for audit and reconciliation.
A confirmation message is sent to the finance team with a summary of invoices created and sent.
No credit card, no commitment. Map your process and walk away with a full build plan.
A visual process map, automation spec, delivery timelines, and everything needed to build it, customized to your workflow and tools.
Custom pricing, ROI projection, and payback timeline based on your actual process, not industry averages.
Your build plan stays in your workspace with no expiry. Move forward whenever the timing is right.
Other high-impact processes teams commonly map alongside this one.
Everything you need to know before mapping this process.
Map this to your business to get your exact numbers.
Map This AutomationNo credit card required — it's free.