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Stages

Stages are the ordered steps a flow runs. A typical flow calculates the tariffs, generates the invoice document, finalizes it, and distributes it — each of those is a stage. On the flow's details, the Invoice flow stages card lists them; click Add to create one.

The common stage settings​

Every stage has these:

  • Stage type (required) — what the stage does (see below).
  • Stage (required) — a name for the stage.
  • Invoice type (required) — which kind of invoice it works on: Proforma, Regular, or Credit. Stages are grouped by invoice type on the card.
  • Manual approval — when ticked, the flow pauses at this stage until someone approves it (see Running a flow).
  • Previous stage — the stage that must run before this one. This is how you set the order; chaining stages is covered in Advanced stages.

The common stage types​

The everyday stage types and their settings:

  • Calculate tariffs — applies tariffs to the source data to build the invoice lines. You choose the tariff source (which tariff group types to use). See the Tariffs guide.
  • Generate content — produces the invoice document from an export template, with an ISO 639-1 language code for the language. See Content distribution.
  • Distribution — sends the invoice using an export template, with an optional additional destination and an add files option to attach related files.
  • Finalize invoice — locks the invoice. Retain invoice date keeps the original date rather than setting it to the finalize moment.

Other, less common stage types (credit, verify, follow-up, and data stages) are covered in Advanced stages.

Order​

Add the stages in the sequence you want them to run, using Previous stage to link each one to the step before it. The card shows them grouped and indented to reflect that order.