CORINTHIAN.

Automation and Recurring Billing

Use reminder defaults, recurring schedules, templates, and inbox tasks as Corinthian’s current automation model.

Corinthian’s automation tools are spread across the product rather than concentrated in one workflow designer. This page shows how to run recurring billing and consistent follow-up without assuming a node-based automation builder exists.

Recurring invoices overview showing schedule health, MRR/ARR stats, and recurring generators. Reminders overview showing scheduled invoice follow-ups and status filters. Message templates page showing the shared copy layer for repeated billing communication.

1. Set Reminder Defaults

Open Settings → Reminders and choose the default cadence new invoices should inherit.

2. Maintain the Template Copy

Open Settings → Templates and update the billing language your team uses repeatedly.

3. Create Recurring Schedules from the Builder

  1. Open Create invoice.
  2. Draft the invoice the way you want it reused.
  3. Open the recurring controls.
  4. Choose the frequency, timezone, and end condition.
  5. Save the schedule.

4. Handle Exceptions in Inbox

Not every reminder sequence resolves itself. Use Inbox and Inbox Tasks for:

  • client replies
  • overdue exceptions
  • internal handoffs
  • manual escalation

Filtering and Saved Views

Search and filter Corinthian workspaces, then save report views where saved views are available.

Bulk Operations

Select multiple records and apply the batch actions currently available in Corinthian.

On this page

1. Set Reminder Defaults2. Maintain the Template Copy3. Create Recurring Schedules from the Builder4. Handle Exceptions in InboxRelated Pages

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