Wix Invoices: Creating Automations
5 min read
With Wix Automations, you can easily streamline your billing process and save time on repetitive tasks. Set up automated actions that run whenever an invoice is sent, paid or overdue. For example, you can remind your customer that they still need to pay an invoice.
![A screenshot showing the list of available triggers for invoices automations.](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/ee097f53-b1be-4663-9e67-97821223a071/f684bb72-0fb6-4cc6-8220-b7633bca04be.png)
Creating a new automation:
When setting up your automation, choose the Invoices trigger and whichever action you want to occur based on the client's payment status.
To create a new automation:
- Go to your Automations Dashboard.
- Click + New Automation.
- Choose how you want to start creating your automation:
- From Scratch: Click Start from Scratch to begin from a blank automation template.
- Suggested automation: Use the categories or search bar to find the suggested automation you want to edit. Then click Set Up next to the automation.
- Click the title at the top left to give your automation a name.
- Enter Invoices in the search bar and select the relevant trigger:
Invoice overdue
Invoice paid
Invoice sent
Recurring payment starts
Recurring payment canceled
6. (Optional) Click the Add step icon
Note: Repeat this step as many times as you need to customize your automation.
and choose what you want to do: Note: Repeat this step as many times as you need to customize your automation.
- Delay: Add a delay that makes the automation wait before performing the next step. Choose the duration of the delay and click Apply.
- Condition: Add a condition that allows the flow to continue, only if the condition is met. You can set an ELSE path to define what happens if the condition is not met:
- Click Select a property and choose the dynamic field that the automation collects when it runs (e.g. Form Name, Form ID).
- Click the Select logic drop-down and choose an operator that will compare the received data with the value (e.g. equals, contains, is true).
- Click the Enter value drop-down or field that appears under your selected operator. The logical statement you've created will determine whether the automation continues.
- (Optional) Click + Or / + And to add another condition for the automation to check.
- Click Apply.
- Action: Select an action that will occur next (e.g. send an email, create a contact, send via webhook). Set up the action using the available options, which vary depending on the action type, then click Apply. Learn more about the actions you can choose.
7. Click to choose what you want to do:
- Save: Save the automation but do not make it active yet.
- Activate: Save and make your automation active.
![A screenshot showing a customized automation flow for an invoice being overdue.](https://d2x3xhvgiqkx42.cloudfront.net/12345678-1234-1234-1234-1234567890ab/6c3762e1-9c1a-4295-a5a9-bf8de5216635/2025/02/12/d30cf640-3f43-456e-98ef-3a4f1588ad64/fb8d5261-bc92-4ccc-aac8-cb17c85fcb38.png)
Tip:
Learn more about using Wix Automations to streamline your business.