Automation Tools
Streamline your invoicing workflow with powerful automation features
Recurring Invoices
Set up automated invoice generation for regular billing cycles.
Implementation Steps
- →Configure invoice template with dynamic fields
- →Set billing frequency (weekly, monthly, quarterly, yearly)
- →Define payment terms and conditions
- →Enable smart contract automation for payment collection
Payment Reminders
Automated reminder system with smart scheduling.
Implementation Steps
- →Create customizable reminder templates
- →Set up reminder schedules based on payment terms
- →Configure escalation rules for overdue payments
- →Enable multi-channel notifications (email, SMS, webhook)
Late Fee Automation
Automatic calculation and application of late payment fees.
Implementation Steps
- →Define late fee rules and grace periods
- →Set up automatic fee calculation (percentage or fixed)
- →Configure smart contract enforcement
- →Enable automatic notifications for fee application
Status Updates
Real-time notification system for payment and invoice status changes.
Implementation Steps
- →Configure event-based triggers
- →Set up multi-channel notifications
- →Enable blockchain transaction monitoring
- →Customize notification templates
Implementation Examples
Recurring Invoice Setup
Example of setting up a recurring invoice using our API
const recurringInvoice = await invoicedoodle.invoices.createRecurring({
customer_id: 'cust_123',
amount: 1000.00,
currency: 'USD',
frequency: 'MONTHLY',
start_date: '2024-01-01',
payment_methods: ['CRYPTO', 'CARD'],
smart_contract: {
enabled: true,
network: 'ethereum',
conditions: {
auto_release: true,
release_delay: 86400 // 24 hours
}
}
});Payment Reminder Configuration
Example of configuring automated payment reminders
const reminderConfig = await invoicedoodle.automation.configureReminders({
invoice_id: 'inv_123',
reminders: [
{
trigger: 'BEFORE_DUE',
days: 3,
channels: ['EMAIL', 'SMS'],
template: 'reminder_template_1'
},
{
trigger: 'AFTER_DUE',
days: 1,
channels: ['EMAIL', 'SMS', 'WEBHOOK'],
template: 'reminder_template_2',
escalation: {
enabled: true,
notify_admin: true
}
}
]
});Best Practices
- •Test automation workflows thoroughly before enabling them for production use
- •Set up monitoring and alerts for automated processes
- •Regularly review and update automation rules based on business needs
- •Maintain clear documentation of automation configurations