You can filter invoice workflows based on how many days remain before or after the due date. This allows you to create more precise follow-up sequences—such as sending a reminder a few days before an invoice is due, or escalating overdue invoices a certain number of days after the due date.
How It Works:
1. Days Due Filter in Invoice Workflow Modal
When setting up or editing a workflow, you can view the Days Due value in the invoices filter.
This field lets you review actions based on how close or late the invoice is relative to its due date.
2. Understanding the Color Indicators
Green number = days before the invoice is due (e.g.,
3means the invoice is due in 3 days).Red number = days after the due date (e.g.,
+5means the invoice is 5 days overdue).This visual cue helps quickly distinguish early vs. late invoices in your filters.
3. Using Negative and Positive values for proactive invoice reminders
To send reminders before the invoice is overdue use a negative number (e.g.,
2for 2 days in advance).For actions on the due date, use
0.To follow up on overdue invoices, use positive values like
3to act 3 days after the due date.