Why This Happens
If you're seeing what looks like duplicate tasks or emails triggered by a workflow, it's most likely due to how the workflow is configured—specifically, that it's an invoice-level workflow.
What's Likely Happening
The workflow is set to run per invoice.
If multiple invoices meet the workflow conditions, a task or email is created for each.
This can result in what looks like duplicates, but each one is linked to a different invoice.
How to Confirm
Open the workflow in question.
Check the trigger type – is it set to trigger on Invoices?
Review the list of invoices that triggered the action – are they different?
How to Fix It
To avoid multiple tasks or emails being generated for related invoices:
Switch to a customer-level workflow.
Use filters to target specific invoices (e.g., overdue invoices, open balances).
This way, you can create a single task or email per customer, even if they have several qualifying invoices.
Example
If you want to remind a team member to do something for several invoices under one customer:
An invoice-level workflow would create one task per invoice.
A customer-level workflow with a condition like “Customer has X overdue invoices” would generate just one task.