The Invoice became due and Invoice became overdue Automation Triggers allow workflows to initiate automatically at the exact moment an invoice changes status. This enables time-sensitive financial actions such as sending payment reminders, adding late-fees, and internal billing tasks to be executed as soon as an invoice becomes due or overdue.
New to Automations? Start here to learn how Automations can help put your manual, redundant tasks (like following up on overdue invoices!) on auto-pilot.
What are the benefits of using these Triggers?
Accurate timing: Automations trigger immediately when an invoice moves into a due or overdue state
Hands-free collections: No manual chasing needed—reminders can be fully automated
Improved cash flow: Consistent and timely follow-ups help reduce late payments
Additional revenue streams: Ability to add late fees automatically to an invoice that is overdue (note: this Automation requires Automations+)
How the Automation for invoice due or overdue work
How the Automation for invoice due or overdue work
The Trigger fires only once when the invoice first enters the Due or Overdue status.
The Trigger will not re-fire if:
The due date is edited later
The invoice status changes multiple times
How to create an Automation for an invoice due or overdue
How to create an Automation for an invoice due or overdue
Go to the Automations tab in your Optix dashboard
Click New Automation to begin creating a workflow
Select Start from Scratch
Choose Invoice became due or Invoice became overdue from the list of Triggers
Add the Actions you want to take place (e.g., send a message, add an invoice item)
Save your automation
Note: These Triggers fire only the first time an invoice reaches the due or overdue state. They will not re-fire if the due date is edited or status changes multiple times.
If an invoice is created and immediately becomes due or overdue, the relevant Trigger will still fire.
How to use advanced options for an invoice due or overdue
How to use advanced options for an invoice due or overdue
Invoice conditions
You can use conditions to filter workflows by invoice due date, invoice total, and more (e.g., only trigger if invoice status is Overdue AND amount > $100)
Updated “Add invoice item” action
In the case where you are looking to add a late fee, you are able to now add that directly to the invoice that trigger the enrollment (i.e. the invoice that is overdue)
FAQs
FAQs
Do these Triggers run every time an invoice is edited?
No. Each Trigger fires only once, the first time an invoice becomes Due or Overdue.
What happens if I change the due date after the Trigger fires?
The Trigger will not run again, even if the invoice re-enters a due or overdue state.
Can I use both Triggers on the same invoice?
Yes. You can create:
One Automation for Invoice became due, and
A separate Automation for Invoice became overdue
Each Trigger runs independently.
Can I add late fees with these Triggers?
Yes, but only with Automations+, using the Add invoice item action.
Troubleshooting
Troubleshooting
My Automation didn’t run when I updated the due date
These Triggers only fire the first time the invoice reaches Due or Overdue
Editing the due date later does not re-trigger the Automation
Late fees were not added to the invoice
Confirm the Automation uses Invoice became overdue
Check that the Add invoice item action is configured correctly
Verify your account includes Automations+
The Automation triggered for invoices I didn’t expect
Review your invoice conditions
Add filters such as invoice amount or status to narrow eligibility
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