INVOICE PROCESSING
Invoice Due-Date Tracker with ClickUp Payment Reminders
Runs daily over approved invoices in Postgres, surfaces anything due within the early-payment-discount window or approaching its due date.
How it runs
The automated pipeline, trigger to output.
- TriggerDaily schedule fires
- ActionQuery approved unpaid invoices from PostgresPostgres
- LogicBranch: discount-eligible, due-soon, or overdue?
- ActionCreate or update dated ClickUp reminder taskClickUp
- OutputDeliver prioritized list to AP ClickUp listClickUp
What it does
Scans your approved-and-unpaid invoices in Postgres every morning and evaluates each against its payment terms. It identifies invoices where paying now captures an early-payment discount, invoices approaching their net due date, and invoices already overdue. For each actionable invoice it creates or updates a ClickUp task with the vendor, amount, the relevant date, and the reason it surfaced, so the AP team works a single prioritized list.
When to use it
Use this when approved invoices sit in a system but nobody is actively watching payment timing, causing missed early-payment discounts or late fees. It turns due-date management into a daily, prioritized ClickUp queue.
How it works
- 1A daily schedule triggers the run.
- 2The flow queries Postgres for approved, unpaid invoices and their terms.
- 3It computes each invoice's discount cutoff and net due date.
- 4A branch classifies invoices as discount-eligible, due-soon, or overdue.
- 5Actionable invoices generate or update a dated ClickUp reminder task.
- 6The prioritized list is delivered to the AP team's ClickUp list.
Set it up
What you configure once, before turning it on.
- 1Connect PostgresAny Postgres URL — query, write, migrate.
- 2Connect ClickUpDocs + tasks + chats in one workspace.
- 3Set each agent's modelWe leave models unset so you pick the tier — fast + cheap, or top-quality.
- 4Tune it to your dataEdit the prompts, filters, and field mappings so it matches how your team works.
- 5Test, then turn it onRun once against a sample, confirm the output, then enable the trigger.
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Block duplicate Stripe payouts before they send
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Run it inside a business
This workflow drops into a full company template. Import the org, and this is one of the playbooks its agents run.
Run this workflow in your colony.
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