Set up recurring invoices for ongoing client work
For ongoing work with agreed recurring billing, put the schedule in Clientary and keep the next invoice date from slipping.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Create Recurring Schedule
Sets up recurring invoice generation for a client at regular intervals.
Why this helps
Recurring billing can become a repeated calendar task that competes with active project work.
- Reduce repeated invoice setup for ongoing work.
- Keep recurring billing terms in Clientary.
- Make the next billing date explicit.
Setup
Build it in a few focused steps.
- 1Connect AccuLynx and Clientary once in the Notis portal.
- 2Create an automation in Automations, New Automation, and name it.
- 3Describe the recurring schedule to create in Clientary and provide the client ID, next date, interval, currency code, and due period.
- 4Choose a recurring schedule trigger and where run reports should go.
- 5Test with one agreed billing schedule and review the resulting schedule in Clientary.
Questions about this workflow
What information is required?
Clientary requires client_id, next_date, time_interval, currency_code, and due_period for a recurring schedule.
Does the schedule create an invoice immediately?
This action creates a recurring schedule for automatic invoice generation. It is not the same as creating and sending an individual invoice.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Acculynx to Clientary. A trigger fires from one place; an action lands in another.
Acculynx triggers
Clientary actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Create Client
Creates a new client record.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Create Contact
Creates a new contact for a client.
Create Expense
Creates a new expense record.
Create Lead
Creates a new lead record.
Create Invoice
Creates an invoice, optionally linked to a client.
Create Project
Creates a new project for tracking client work, time, or expenses.
Delete Client
Permanently deletes a client and its related projects, invoices, estimates, and contacts; this cannot be undone.
Create Project Hours
Logs hours worked on a project as a new time entry.
Connect any two apps with Notis in the middle.
Acculynx and Clientary, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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