INVOICE PROCESSING

Early-Payment Discount Expiry Scanner (Stripe + Slack)

Scans open Stripe invoices daily for net-terms early-payment discount windows about to lapse, and posts a ranked alert to Slack so finance can pay before the discount expires.

CategoryInvoice Processing
Enginesim
Difficultyintermediate
Triggerschedule
Steps5
Setup~15 min

How it runs

The automated pipeline, trigger to output.

  • TriggerDaily 8am schedule
  • ActionFetch open invoices from StripeStripeStripe
  • LogicCompute discount deadline, keep those expiring in 3 days
  • LogicRank by dollar savings
  • OutputPost ranked discount-at-risk digest to SlackSlack

What it does

Every morning this workflow pulls all open Stripe invoices, parses their net-terms metadata (e.g. "2/10 net 30"), and finds any invoice whose early-payment discount window closes within the next three days. It calculates the dollar savings for each one and posts a single ranked digest to a finance Slack channel so the team can prioritize payments by savings captured.

When to use it

Use it when your AP team pays vendor invoices through Stripe and routinely misses 1-2% early-pay discounts simply because nobody tracks the per-invoice clock. Best for teams with dozens to hundreds of open invoices where manual tracking is error-prone.

How it works

  1. 1A daily schedule fires at 8am.
  2. 2The workflow queries Stripe for all invoices in `open` status with discount terms in metadata.
  3. 3A logic step computes each invoice's discount deadline and filters to those expiring within 3 days.
  4. 4It sorts the survivors by absolute savings (discount rate x amount due).
  5. 5A Slack message delivers the ranked list with vendor, amount, savings, and the hard deadline date.

Set it up

What you configure once, before turning it on.

  1. 1
    Connect StripeCustomers, subscriptions, payments.
  2. 2
    Connect SlackChannels, DMs, threads, mentions.
  3. 3
    Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
  4. 4
    Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
  5. 5
    Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.

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