Recurring billing for compliance consulting clients involves manually reviewing contracts, duplicating invoices, sending them to clients, and tracking payments across multiple systems each month.
Automated recurring billing retrieves active contracts, generates and sends invoices on schedule, monitors payment status, and updates aging reports without manual intervention. Clients receive invoices on time, overdue reminders go out automatically, and the team gains hours each month.
The full workflow, from trigger to completion.
The automation is triggered on the scheduled billing date for the month. The trigger checks the master recurring client list.
The automation retrieves active recurring client records, contract amounts, and billing terms and.
The automation creates new invoices for each active recurring client, copying line items and updating dates and invoice numbers automatically.
The automation sends invoice emails to each client with the invoice attached or linked, using a standard template.
The automation queries to identify which invoices from the previous cycle remain unpaid and calculates days overdue.
The automation sends reminder emails to clients with outstanding balances, formatted by days overdue.
The automation updates the aging report with current payment status, days overdue, and outstanding amounts for all clients.
The automation sends a summary notification to the finance team confirming the number of invoices generated, sent, and reminders dispatched.
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