Recurring billing for landscaping services requires manually reviewing contracts, creating invoices, sending them, and tracking payments each month. This repetitive work consumes hours and introduces errors like duplicate invoices and missed renewal dates.
Automation monitors contracts daily, generates and sends invoices automatically, matches incoming payments, and flags renewals. the team focuses on exceptions and customer relationships instead of data entry.
The full workflow, from trigger to completion.
The automation checks daily for customers whose billing cycle date has arrived. When a match is found, the process begins automatically.
The automation queries the contract database and retrieves all active contracts due for billing on that date, including customer name, amount, and email address.
For each customer, the automation creates an invoice with the correct service description, amount, and billing date. The invoice is marked as sent.
The automation sends the invoice to the customer's email address, including a payment link and due date. A copy is logged for the business record.
The automation marks the contract as billed and records the invoice date and invoice number for future reference.
A summary notification is sent to the finance team confirming how many invoices were created and sent that day.
The automation schedules a follow-up reminder email to be sent automatically 15 days after the invoice date if payment has not been received.
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