CartCubes Invoices for FluentCart

FluentCRM

Create invoices, send the Pay Now or reminder email, and cancel pending invoices from a FluentCRM automation.

Turn on Enable FluentCRM Actions in Invoice Settings. FluentCRM must be active. The actions then show under CartCubes Invoices in an automation. They are off until you enable them.

  • Create Invoice: Create a pending invoice for the contact. It does not send email. One-time is up to three custom lines. Subscription is one amount, with interval, trial days, and a signup fee.
  • Send Invoice Email: Email the Pay Now link for a pending invoice. Choose the newest pending invoice, or one with a matching title.
  • Send Reminder: Email the reminder for a pending invoice. Same target as Send Invoice Email. The Reminder template must be enabled.
  • Cancel Pending Invoice: Cancel the newest pending invoice, every pending invoice with a matching title, or every pending invoice. The Pay Now link stops working.

Enable FluentCRM Actions

In Invoice Settings, turn on Enable FluentCRM Actions. Then open a FluentCRM automation and add an action from CartCubes Invoices.

Enable FluentCRM Actions in Invoice Settings
Enable FluentCRM Actions in Invoice Settings
CartCubes Invoices actions in a FluentCRM automation
CartCubes Invoices actions in a FluentCRM automation

Create Invoice

Creates a pending invoice for this contact. It does not send email. Use Send Invoice Email later if you want the Pay Now email. One-time invoices can have up to three custom lines. A subscription is one amount, with a billing interval, trial days, and an optional signup fee.

Create Invoice action with one-time lines
Create Invoice action with one-time lines
Create Invoice action set to a subscription amount
Create Invoice action set to a subscription amount

Send Invoice Email

Sends the Pay Now email for a pending invoice on this contact. Target the newest pending invoice, or a matching title. The action skips when there is no matching invoice, or when the Pay Now email template is disabled.

Send Invoice Email action in FluentCRM
Send Invoice Email action in FluentCRM

Send Reminder

Sends the reminder email for a pending invoice on this contact. Target the newest pending invoice, or a matching title. The action skips when there is no matching invoice, or when the Reminder email template is disabled.

Send Reminder action in FluentCRM
Send Reminder action in FluentCRM

Cancel Pending Invoice

Cancels pending invoices for this contact so the Pay Now link stops working. Choose the newest pending invoice, every pending invoice with a matching title, or every pending invoice. The action skips when none match.

Cancel Pending Invoice action in FluentCRM
Cancel Pending Invoice action in FluentCRM