Recurring contract billing requires manually reviewing contract calendars, retrieving terms, calculating amounts, and creating invoices in the accounting system. This repetitive work consumes hours each week and introduces errors when contracts have special terms or discounts.
Automated recurring contract billing pulls contract data automatically, calculates invoice amounts based on rates and adjustments, and creates invoices in the accounting system without manual intervention. Invoices are sent on time, errors drop sharply, and the team focuses only on exceptions.
The full workflow, from trigger to completion.
The automation runs daily at 6 AM to check for contracts with billing dates due today or overdue.
Query the contract database or spreadsheet to pull all active contracts and their billing schedules.
The automation checks that all required fields (client, rate, frequency, tax code) are present and current, flagging any missing or outdated data.
The automation applies the contract rate, usage multipliers, and tax rules to compute the final invoice amount.
A workflow action creates a new invoice with the client, amount, line items, and due date.
The invoice is automatically emailed to the client from the configured sender address.
A notification is posted confirming the invoice was sent, with the client name and amount.
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