Invoice Automations

Introduction

Invoice Automations can decrease time to payment, improve cash flow and decrease payment disruptions. Below are details on what triggers each of the invoice automations. For steps to set-up check out this article.

 

 

Table of contents

- Client Invoice Due Notification

- Client Invoice Overdue Notification

- Client Auto-Pay Credit Card Expiration Notification

 

Client Invoice Due Notification

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  • Conditions 
    • The invoice is in the “Open Invoice” state and must have an invoice date.
    • Invoice not paid in full.
    • The invoice must have a term set of greater than 0 days. “Due on Completion” or “Due on Receipt” will not trigger the automation
    • The invoice has been emailed to the client with the sent box checked.
    • The invoice meets the configured automation wait-time set by the user.
  • Event
    • Triggers a notification to the same recipient(s) as the original proposal email regarding an invoice that is due soon.
  • Notes
    • This automation is set to run hourly to find all invoices that have been marked "sent" and have a "due date" occurring based on the job's configuration.

 

Client Invoice Overdue Notification - Premier Only

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  • Conditions 
    • The invoice is in the “Open Invoice” state and must have an invoice date.
    • Invoice not paid in full.
    • The invoice has been emailed to the client with the sent box checked.
    • The invoice meets the configured automation wait-time set by the user.
  • Event
    • Triggers a notification to the same recipient(s) as the original proposal email regarding an invoice that is past overdue.
    • This automation is set to run hourly to find all invoices that meet the conditions.
  • Note
    • For invoice automations, there is a guard in place to keep any notifications going out for invoices created before the automation has been activated.

 

Client Auto-Pay Credit Card Expiration Notification - Premier Only

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  • Conditions 
    • The client has a credit card that is enrolled in Autopay.
    • The credit card is set to “Default”.
    • The User Account has a payment Gateway + integration is set up
    • The Client must have Autopay Enabled on their client profile (Edit Client -> Advanced Tab -> Autopay Enabled)
    • The credit card meets the configured automation wait-time set by the user. 
  • Event
    • Triggers a notification to the client’s email address regarding a credit card that is near its expiration date.
  • Notes
    • This automation will check for the expiring cards at 3 pm based on the account's time zone setting.

 

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