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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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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.

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Pawar Pravin 5,237 on at

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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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