Paid Invoice Recipe

To receive notification when a payment fails for an invoice or subscription, create and publish the following workflow.

Applies to Recurring Invoices and One-time Invoices.

Step 1: Create Trigger for Invoice Paid

Make sure to include the Filter of Invoice Status and select PAID

Step 2: Add Internal Notification Action

Send an internal text notification to you and your team of a paid invoice. Below is an example of the information to include in your notification.


{{invoice.contact_name}} paid their invoice for {{invoice.total_price}}. YIPPEE!!

Step 3: Allow Re-Entry into the Workflow

Turn on the Workflow Setting to Allow Re-entry for any future payment failures from contacts.

Your completed workflow will look like this.

Other Additions

You may customize this workflow as much as you want. Some common additions include:

  • Email Action notifying thanking the contact for their payment
  • Tagging the contact
  • Adding a note to the contact
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