Context
Workflows help you automate follow-ups and actions based on criteria you define. By setting conditions for balances, overdue amounts, invoices, or payments, you can dynamically control which customers are included in your automation without any manual updates.
This guide walks through the key steps to configure and adjust workflow conditions so your process stays accurate and efficient.
Step 1: Add Initial Conditions
Open your workflow and choose a Workflow trigger (e.g., Customer Follow Up).
Define the main Conditions within the Filters.
For this example I will set:
Set Balance due > 0
Set Balance overdue > 0
Save your changes.
The customer list updates automatically whenever these conditions are met, in this case there are 17 customers that meet this criteria.
Working with "Target Specific Invoices"
Toggle Target Specific Invoices ON.
Add invoice-level conditions, in this Example I will use these conditions.
Inv. balance > 0
Inv. chasing paused = False
Inv. status = Unpaid
Save your changes.
These filters focuses on the Invoices of the customers instead of the customer information. When these conditions are applied the customers criteria is further reduced to 12.
Step 3: Set Up Target Specific Payments (ERP)
Toggle Target Specific Payments (ERP) ON.
Add payment conditions such as:
Amount > 100000
This will restrict the workflow to payments this is useful when you want to focus on specific payments attributes. This further reduces the customer list down to 7 customers.
