Invoice Automations

Get invoices out the door and chase payment without manual effort. Many invoicing

automations are triggered from **projects** (raise an invoice when a project hits a status)

— this guide covers the invoice-specific trigger and action; see

[Projects & Tasks](05-projects-and-tasks-automations.md) for the project-driven billing

templates.

## Triggers

| Trigger | Type | Fires when |

|---|---|---|

| **Invoice Created** | Event | An invoice is created. |

| **Invoice Timer** | Timer (daily) | Runs daily over **unpaid** invoices (where payments are less than the total due). Used for payment reminders. |

## Conditions you can use

- **Total**, **amount paid / outstanding** — e.g. only chase invoices over a value, or

  compare *Total paid* to *Total* to find unpaid ones.

- **Due date** — for "N days overdue" reminders via the timer trigger.

## Actions

**Send Invoice Email** — emails the invoice to the client.

- *To* / *CC* — recipients (Project Contact/Client/Manager, Invoice Client, or a typed

  address). *To* is **required**.

- *Subject* and *Message* — **required**; supports invoice placeholders.

- *Document template* — optional; attaches a generated invoice PDF (including its

  timesheets).

## How invoices get raised automatically

The actions that **create** invoices live on the project side, because that's where the

billing logic and amounts come from. Using *Project Status Updated* (or *Project Created*)

you can automatically:

- Raise a **deposit** invoice when a project starts.

- Raise a **progress** invoice at a milestone status.

- Raise the **final** invoice (remaining balance) on completion.

- Invoice **actual usage** (time, stock, billable purchases) on completion.

Each of these can either leave a **draft** for you to review, or — in the "create and send"

versions — be **approved** and **emailed** automatically. See the billing templates in

[Projects & Tasks](05-projects-and-tasks-automations.md#ready-made-templates).

## Building a payment reminder

There's no pre-built payment-reminder template yet, but you can build one:

*Invoice Timer* → condition **Due date is exactly 7 days old** (and 14, 21…) → **Send

Invoice Email** to the client. Each reminder fires once on its day.

## Tips

- Invoice automations respect your tax, markup and client credit-term settings.

- Production jobs are skipped by the project billing actions.

- Test approve-and-send billing with **Draft** first, then switch to **Approved** once

  you're confident the amounts are right.