This guide explains how to adjust the auto-charge status for invoices directly within the Workflow. Use this when you need to dynamically control charge behaviour based on invoice conditions set in the workflow.
Create a workflow with invoice follow up trigger
Go to Automation from the left-hand menu.
Select Create new workflow.
Choose When a transaction matches certain conditions.
Select Invoice follow-up.
Setting the Workflow Condition
In the workflow conditions, click Add condition.
Set up relevant workflow conditions
Adding the Auto-Charge Action
Add a step in the workflow.
Select Change Auto-Charge status.
Toggle OFF to exclude the invoice from auto-charge, or toggle ON to include it.
Click Save.
