Step 1: Identify invoices to update
From your Invoices list view, use filters to pinpoint invoices that need their status updated. First, we want to use the filter “Status = Unsent”, or click on the blue link at the top of your screen to isolate unsent invoices.
- For Due or Overdue invoices: Filter by Issue Date. For example, to identify invoices issued before
MM/DD/YEAR, set:- Issue Date → Max = MM/DD/YEAR
- You activated this feature on Dec. 5th, but you’ve already sent all November-issued invoices from another tool and do not wish to send them again using Upflow. Select the “Issue date” filter on “Max = Nov. 30th”.
- For Paid invoices: Filter by Outstanding Amount:
Step 2: Update invoice status
Once the filtered results are displayed:
Automate invoice sending (optional):
- Navigate to Workflows in Upflow.
- Automate the Billing template to send invoices automatically on their issue date.
- Automatic billing emails will be sent once you’re live, according to their issue date. If the issue date has passed by the time you go live, the invoices will be automatically sent the following business day.
Best Practices
- Good to Know: Use the filters strategically to avoid missing invoices that require updates.
- Automation Tip: Automating your workflows ensures invoices are sent promptly, reducing manual intervention.