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.
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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+)
Advanced options
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)
How do I create an Automation with these Triggers?
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.
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