Recurring MRR contract billing requires finance teams to manually review active contracts, cross-check multiple data sources, verify payment eligibility, and create invoices one by one. This repetitive, error-prone process delays cash flow and consumes significant staff time each month.
Automation validates contracts across all systems, generates invoices instantly, sends them to clients automatically, and logs all transactions in real time. The result is same-day invoice delivery, zero missed billings, and dramatically reduced manual effort.
The full workflow, from trigger to completion.
The automation checks daily for contracts with a renewal date or billing date matching today or the first day of the month. It pulls the active contract list.
The workflow queries for all contracts marked active with a billing date in the current period. It retrieves client name, contract value, billing frequency, and payment method.
The automation cross-references the contract against the master list to confirm it is still active and has not been cancelled or suspended.
The workflow queries to confirm the client has no outstanding unpaid invoices older than 30 days that would block a new invoice.
The automation creates a new invoice with the correct client, amount, billing period, and due date. It assigns a sequential invoice number and sets the send date to today.
The workflow sends the invoice PDF to the client email address on file, with a standard payment terms message and a link to pay if available.
The automation appends a row to the master tracking spreadsheet with the invoice number, client name, amount, send date, and expected payment date for reconciliation.
The workflow updates the contract record to mark the invoice as sent and sets the next billing date for the following month.
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