Invoice Automation Flows

Invoice automation flows enable you to automate actions based on invoice events, such as sending reminders, marking invoices as overdue, or triggering agent actions.

What are Invoice Automation Flows?

Invoice automation flows are workflows that automatically execute actions when invoice events occur. They help you:

• Send payment reminders before invoices become overdue
• Mark invoices as overdue automatically when due dates pass
• Trigger agent actions when payments are received
• Integrate with external systems via webhooks

Flow Type: invoice_automation

Invoice automation flows use the invoice_automation flow type. Each organization can have one active invoice automation flow at a time.

Common Use Cases

Payment Reminders

Schedule reminders at specific intervals:

• 7 days before due date: Send a friendly reminder
• 1 day before due date: Send an urgent reminder
• 1 day after due date: Send a final notice

Auto-Overdue Handling

Automatically mark invoices as overdue when the due_at date passes without payment.

Agent Integration

When an invoice is paid, trigger agent actions such as:

• Update CRM records
• Send confirmation emails
• Process fulfillment workflows
• Update accounting systems

Flow Configuration

Invoice automation flows are configured through:

1. Dashboard UI: Visual flow builder (see Flows documentation)
2. API: Programmatic flow creation (coming soon)

Example Flow Description

A typical invoice automation flow might look like:

"When an invoice is created with a due_at date, schedule three reminders:

• 7 days before due date: Send email reminder
• 1 day before due date: Send urgent reminder
• 1 day after due date: Mark as overdue and send final notice"

Limitations

• One flow per organization: Only one invoice_automation flow can be active at a time
• Beta status: Features and API may change
• Event-driven: Flows trigger on invoice events (created, sent, paid, overdue)

Related Documentation

• Flows Overview
• Invoice Overview
• Webhooks & Events