Billing Automation

The current automation layer is built from reminder defaults, recurring schedules, templates, and inbox follow-up.

Corinthian’s billing automation is pragmatic rather than fully programmable. The main pieces are:

Reminders overview showing scheduled invoice follow-ups and status filters. Recurring invoices overview showing schedule health, MRR/ARR stats, and recurring generators. Invoice builder showing a drafted invoice with a line item, live totals, and preview-ready layout.

  • reminder defaults under Settings → Reminders
  • recurring schedules created from the invoice builder
  • shared template maintenance under Settings → Templates
  • inbox tasks and ownership for the moments that still need a person

When to Use Each Page

NeedCurrent page
set the default reminder cadence for invoicesSettings Reminders
generate invoices repeatedly on a scheduleInvoice Builder
keep billing language consistentSettings Templates
coordinate follow-up after a reply or exceptionInvoice Inbox and Inbox Tasks

Inbox thread detail showing the queue, conversation timeline, and invoice context side by side.

  • no separate documented rule editor for labels or tiers
  • no public workflow API documented for third-party orchestration

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