An invoice is past due
An invoice is past due fires when an invoice's status transitions to past due on an account. Use this trigger to automate payment reminders, notify account managers, or escalate collections workflows the moment a payment deadline is missed.
This trigger fires on the status transition to past due — not on a recurring schedule — so it fires once per invoice when that threshold is crossed.
Trigger scope
This trigger operates at the account scope. Account and contact actions are available downstream.
How it works
- An invoice on an account transitions to a past due status.
- The automation evaluates any trigger conditions you've configured.
- If conditions are met, the workflow starts with the account and invoice data in context.
- Downstream steps can use Add dynamic content to reference the invoice amount, due date, and account fields.
Available data
Standard account fields and invoice fields are available via Add dynamic content.
| Output | Description |
|---|---|
| Invoice number | The unique identifier for the invoice |
| Invoice amount | The total amount due on the invoice |
| Due date | The original payment due date |
| Account name | The name of the account associated with the invoice |
| Contact email | The primary contact email for billing correspondence |