Automation Guide

Learn how to automate your invoicing workflow with InvoiceDoodle

Invoice Automation

Streamline your invoicing workflow with smart automation tools

Set up and manage automated recurring invoices with smart contract integration

•Create customizable invoice templates with support for both traditional and crypto payment information
•Configure flexible billing cycles (weekly, monthly, quarterly, or custom) with smart contract automation
•Set up dynamic payment terms with support for multiple currencies and automatic late fee calculation
•Configure comprehensive notification rules across email, SMS, and webhook channels

Efficiently process multiple invoices with automated validation and distribution

•Generate bulk invoices with customizable templates and smart numbering systems
•Apply standardized templates across multiple clients while maintaining individual customization
•Distribute invoices through multiple channels with automated delivery confirmation
•Monitor batch processing status with real-time tracking and blockchain verification

Automate payment processing across both traditional and crypto methods

Smart contract-powered payment processing with multi-currency support

•Configure automated payment rules with support for both crypto and traditional payment methods
•Set up automatic currency conversion between crypto and fiat with real-time rate monitoring
•Establish smart payment routing based on transaction type, amount, and currency
•Implement intelligent retry logic with customizable attempt schedules and fallback options

AI-powered payment matching and reconciliation across all payment types

•Define smart matching criteria using machine learning algorithms for accurate payment pairing
•Enable automated matching with blockchain transaction verification and traditional payment tracking
•Configure exception management workflows with automated escalation procedures
•Generate detailed reconciliation reports with audit trails and blockchain verification

Intelligent payment reminder system with multi-channel delivery

Smart reminder system with dynamic scheduling and personalization

•Create intelligent reminder schedules based on payment history and client behavior
•Design dynamic reminder templates with personalized content and payment links
•Set up automated escalation workflows with customizable triggers and actions
•Monitor reminder effectiveness with analytics and A/B testing capabilities

Real-time notification system for payment and invoice status changes

•Configure event-based triggers for both blockchain and traditional payment confirmations
•Set up multi-channel notifications including email, SMS, webhooks, and in-app alerts
•Create personalized notification templates with dynamic content insertion
•Monitor notification delivery and engagement with detailed analytics

Build custom automated workflows with integration capabilities

Create sophisticated automation workflows with smart contract integration

•Design complex workflow sequences with visual workflow builder
•Implement conditional logic based on payment status, amount, or custom criteria
•Configure automated actions including smart contract execution and payment processing
•Track workflow performance with detailed analytics and optimization suggestions

Seamless automation with popular business tools and custom APIs

•Configure secure API connections with major accounting software (QuickBooks, Xero, FreshBooks, Sage)
•Set up bi-directional data synchronization with CRM systems (Salesforce, HubSpot)
•Establish webhook integrations for real-time data updates with project tools (Asana, Jira)
•Implement robust error handling with automated recovery procedures