Hey guys, what’s up?
It’s Christine seale the highlevel queen.
And in this video I’m going to show you
guys how to set up a workflow based
on invoice due dates so that you can send
reminders to your clients
to pay invoices automatically.
So let’s get started.
Step one, you want to go ahead and go
to Automation workflow,
create a new workflow and we are
going to start from scratch.
DND our trigger is going
to be invoice FYI.
In case you didn’t know about the new
invoicing feature in high level,
you can create an invoice in high
level for your clients now.
So that’s pretty cool.
That’s what I’m talking about.
I have another video on that if you’re
confused and don’t know how to do that.
Here we’re going to create
an invoice trigger.
That when the invoice is sent.
And then when the invoice is sent,
we can send them in text and we can say,
hey, client name,
I just sent you an invoice.
But the cool thing is
you can now do if else.
So you can do conditional logic based
on the invoice, discount, value, due date,
invoice number, live mode, status
of total, discount, price, or price.
So I’m going to put due date DND.
Then I’m going to say is.
And here you can do all kinds of things
today, tomorrow, yesterday, on,
after, day, before, day,
in the last, in the last.
So you may be thinking, whoa,
what do I need to use this for?
Or how do I use this
and what does it mean?
And don’t panic,
I’m going to explain it to you.
So let’s say that you go and create an
invoice and you make the due date today.
So that would be this feature right here.
If you made the due date tomorrow,
you would select tomorrow if
you wanted to trigger it.
If the due date was yesterday and oh,
they forgot to pay their bill.
So let’s say the due date is yesterday.
Okay, so that means due date is yesterday.
So I like to say due date is yesterday.
Then we’re going to be like, yo,
you forgot to pay your bill.
Don’t say that.
And if it’s not yesterday, we can do
conditional and say, okay, well if it is
before, if the due date is
either after or before.
So let’s say the due date was
seven days after the due date.
So if it’s not yesterday,
then we’re a week late now.
So we can be like, hey,
again, don’t say that.
But I’m just trying to show
you how to do it, okay?
If you don’t want to nest like this.
You can create a new trigger for
each scenario, but it’s kind of hard
to track that way and then seale it.
And then you obviously want to test it.
So I’m going to show you how to test it.
Okay, so inside of high level on the left
you will see once you exit the workflow
tab a link called Payments
and it should say invoices here you’re
going to create a new invoice and then you
will make sure to set the due date in the
future however you want to test this.
And then I’m going to add
myself as a client here.
Then you can add an item,
your product and your price.
Then click on Send.
And if you turned on published your
workflow, then you should be able
to see that popping up in the workflow.
So I’m going to show you how
to find that real quick.
So I’m going to go back to
automation workflow, my test folder
and my invoice workflow.
And in the history you should be able
to see the contact, the action that was
taken and when it was executed.
DND if you need to push it forward,
there’s like a little running man guy here
that you can push to just
force it to advance.
So you don’t actually have to wait
a week to find out if this works.
So I hope that helps you to create
invoices and set up your workflows.
For those invoices,
don’t forget to like and subscribe so you
don’t miss any future videos from me.
And you can get your free trial
and bonuses using the link below.
I’ll see you next time you.
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0:33 Step 1: Create a new Workflow
01:09 Step 2: Create an Invoice Trigger
04:51 Step 3: Test!
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**I am an independent HighLevel Affiliate, not an employee. I receive referral payments from HighLevel. The opinions expressed here are my own and are not official statements of HighLevel LLC.**