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Is it possible to send reoccurring Invoices to be sent from CRM?

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Posted on by SeanaLee

Hi,

So we send monthly invoices to our customers for software licenses. We have 1 designated person who sends the invoices, as we continue to get more volume it is hard to keep up with sending them out.

Is there a way in CRM that we can have this automated and set for reoccurring monthly?

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Pawar Pravin 5,237 on at

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RE: Is it possible to send reoccurring Invoices to be sent from CRM?

The best way is to use Power automate to send invoices periodically.

For your reference:

docs.microsoft.com/.../run-scheduled-tasks

www.crmcs.co.uk/.../building-a-new-scheduled-process-using-flow.aspx
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RE: Is it possible to send reoccurring Invoices to be sent from CRM?

If you have access to Power Automate you could handle this. Scheduled Flow monthly.

Use the CDS action to list all invoices from - month. Then loop through each sending an email dynamically to the proper contact/email address with dynamic content in the email.