Yearly invoices - advance notice

Ask the community
,
1

I’ve got a yearly pricing plan with recurring payments, the invoice goes out when the payment is due, i can’t find any way to send an advance notice to members, for example 1 month before payment is due, advising them of this recurring payment.

Ideally I’d like the invoice to go out a month in advance of payment due date but can’t find any way to configure this.

Another option would be an automation but can’t find a suitable trigger, as it’s a recurring payment i can’t do something like “11 months after plan ordered send email” as a recurring payment doesn’t seem to count as a plan ordered after the initial purchase.

Any ideas how I could do this?

2

Hey Mark,

If Automations aren’t fulfilling your requirements then you’ll have to code a CRON Job, (which is basically code that runs at scheduled intervals) along with triggered emails. This code would run once every day and check if there are any upcoming payments after 30 days. If yes, the code will fire an email reminding them about the upcoming payment.