Context
Workflows only trigger when customers meet both invoice and payment criteria. For example, you can set conditions to target customers who have unpaid invoices above a certain value and have also made recent payments over a defined threshold. This ensures that your follow-up actions are focused on the most relevant customer accounts.
How it Works
Setting up both conditions
In your workflow setup, toggle on Target Specific Invoices.
Define your invoice conditions by selecting from available filters (e.g., “Invoice balance is greater than 1000”).
In the same workflow, toggle on Target Specific Payments (ERP).
Define your payment conditions by selecting from available filters (e.g., “Payment amount is greater than 500”).
Important: Both conditions must be satisfied
When you configure both "Target Specific Invoices" and "Target Specific Payments (ERP)" in the same workflow, a customer will only be included if they meet both criteria at the same time.
Example scenarios:
Let’s consider an invoice of $2,000 and a Payment of $600
Customer | Invoice Balance Condition | Payment Amount Condition | Result |
A | Balance > $1000 ✅ | Payment > $500 ✅ | Included ✅ |
B | Balance > $1000 ✅ | Payment ≤ $500 ❌ | Excluded ❌ |
C | Balance ≤ $1000 ❌ | Payment > $500 ✅ | Excluded ❌ |
D | Balance ≤ $1000 ❌ | Payment ≤ $500 ❌ | Excluded ❌ |
Verification
To check which customers qualify under your criteria:
Click on View Customers that meet the criteria.
Toggle to “View Invoices” to see the matching invoices.
Toggle to “View Payments (ERP)” to see the matching payments.
Use Cases
This feature is useful when you want to:
Target customers with high-value outstanding invoices who have also made large recent payments.
Identify customers with overdue invoices who have made partial payments that require follow-up.
Focus on customers with specific invoice statuses combined with particular payment behaviours.
Run precise campaigns by segmenting customers based on both invoices and payments.