Skip to main content
Live demoEvery capability · read-only
PlansStart free trial
All workflows
activePublished version 1

Invoice follow-through

A sample published procedure for the company’s invoice follow-through.

Read-only example

Current draft

Revision 1
YOUR WORKFLOW4 actions · Conditional paths
STARTS WHEN

When an accepted record changes

(Contract direction is receivable) and (Recorded submission date is recorded) and (Outstanding invoice is Yes)
  1. 01Wait

    Wait for the scheduled date

    3 days after recorded submission date
    View details

    3 days after recorded submission date Review after 30 days if unresolved.

  2. 02Decision

    Check whether receipt is recorded

    View details

    If Recorded receipt date is recorded, follow the matching path below. Missing information may require review.

    If Recorded receipt date is recorded
    1. 2.1Create a record summary

      Keep a receipt confirmation record

      View details

      Create a record summary

      Receipt evidence is recorded for [Invoice number].

    Otherwise
    1. 2.1EmailApproval

      Request receipt confirmation

      Invoice billing contact
      Email & details

      Follow up by email · Approval required

      To
      Invoice billing contact
      Receipt confirmation — [Invoice number]

      Hello, Could you confirm receipt of invoice [Invoice number] for [Project name] and let us know the date it was received? Thank you.

  3. 03Wait

    Wait before continuing

    7 days
    View details

    7 days Review after 30 days if unresolved.

  4. 04Repeat

    Follow through while principal remains

    Every 7 days · Up to 2 times
    View details

    Stop repeating when Outstanding invoice is false.

    Repeat these steps until the invoice is no longer outstanding
    1. 4.1EmailApproval

      Ask for payment status

      Invoice billing contact
      Email & details

      Follow up by email · Approval required

      To
      Invoice billing contact
      Payment status — [Invoice number]

      Hello, Could you share the payment status for invoice [Invoice number] for [Project name]? Our current verified outstanding principal is [Verified outstanding principal]. Please let us know if anything needs review. Thank you.

  5. 05Review

    Review the remaining balance

    Due within 3 days
    Workflow owner
    View details

    Request a review

    Review the correspondence and current evidence for [Invoice number] before choosing further action.

Stops when the invoice is no longer outstanding

All eligible invoicesScope & working hours

Mon, Tue, Wed, Thu, Fri · 09:00–17:00 · Project timezone

Published workflow example · Tiercord