The Invoice trigger provides workflow automation tailored to payment and invoice status, according to your requirements. This feature allows you to set up automated actions that respond to changes in invoice status. By configuring this trigger, you can enhance your financial processes, ensuring timely follow-ups, notifications, and actions are executed automatically based on the current state of your invoices. This helps maintain operational efficiency and ensures that critical tasks related to invoice management are handled promptly and accurately.

To configure this trigger, click on the Add New Workflow Trigger button within a workflow and choose the Invoice option from the available selections.

Filters #

An initial filter labeled Invoice Status will appear, allowing you to choose from the paid, partially paid, sent, viewed, or void options.

These options allow you to track invoices for better oversight, set up proactive communications, and take actions based on them.

Additional Filters #

To refine the trigger further, additional filters such as Has Tag and other custom fields can be added using the Add Filters option. If the Has Tag filter is selected, choose the specific tag that should trigger the workflow.

By implementing this trigger, you can efficiently manage your invoicing and payment processes, ensuring timely and accurate tracking of financial transactions, leading to improved financial management and streamlined operations.

Frequently Asked Questions #

When does the Invoice Trigger fire? #

It fires when an invoice reaches a status you select, such as paid, partially paid, sent, viewed, or void.

Which invoice statuses can I trigger on? #

You can trigger on paid, partially paid, sent, viewed, and void statuses.

Can I narrow the trigger to certain contacts? #

Yes. Add the Has Tag filter and select a specific tag so the workflow only runs for invoices tied to tagged contacts.

What is a common use case for this trigger? #

A common use is sending an automatic reminder when an invoice is sent or viewed but not yet paid, or a thank-you message once it is paid.

Can I combine the status filter with other filters? #

Yes. You can layer additional filters such as Has Tag or custom fields on top of the Invoice Status filter for more precise targeting.

How does this trigger help financial management? #

It automates follow-ups and notifications based on invoice status, improving oversight and keeping payment-related tasks timely and accurate.