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Create a flow

On the Invoicing flows overview, click New to open the Flow creator. Fill in the flow's core settings and save; you'll then land on the flow's details, where you add its stages.

The flow settings​

Required fields are marked with a red asterisk.

  • Name (required) — what the flow is called.
  • System code (required) — a short internal code SHIPM8 uses to refer to the flow (letters, numbers, underscores).
  • Description — a short note about the flow's purpose.
  • CC e-mail address (required) — an address that's copied on the flow's communications.
  • Template (required) — the invoice number template: how invoice numbers are built, written with the templating engine (for example a prefix plus a running number).
  • Starts (required) / Ends — the period the flow is active.
  • Executing user — the user the flow runs as.

Switches​

  • Enabled — turn the flow on. Leave it off while you're still building.
  • Available online — make the flow's invoices available online.
  • Track payments — have the flow keep payment status up to date.

Save​

Click Save. The flow opens in its details, showing the flow info, the (empty) stages list, statistics, and executions. Add stages next — see Stages.

note

There's also an invoice configuration block and group-by options on the flow. Those are optional and covered in Invoice configuration.