Invoice flows
An invoice flow is an automated pipeline that turns source data into finished invoices. Instead of creating each invoice by hand (as in Create an invoice), a flow runs a series of ordered stages — calculate the tariffs, generate the document, finalize, distribute — and produces invoices for you, on a schedule or on demand.
Set them up from Sidebar → Admin → Invoicing flows (route
/invoicing-and-tariffs/invoicing-flows). You need the invoice-flow configuration
permission; if you don't see it, ask your administrator.
The pieces
A flow is made of three things:
- The flow — the overall settings: its name, validity, how invoice numbers are built, and an optional invoice configuration block. See Create a flow.
- Stages — the ordered steps the flow runs. Each stage has a type (such as Calculate tariffs or Distribution) and can require manual approval. See Stages.
- Executions — each run of the flow. You can watch runs, approve paused ones, and see statistics. See Running a flow.
How this section is organised
The setup is split into basic and advanced topics:
- Create a flow — the flow's core settings.
- Stages — add and order the steps, and the common stage types.
- Running a flow — executions, approval, and monitoring.
- Invoice configuration — how the produced invoices behave, and grouping.
- Advanced stages — the less common stage types and stage chaining.
- Stage data configuration — the technical data settings on a stage.
A few buttons — Save, New, Add, Edit — show in English even when the app is set to Dutch. This guide uses those English labels so they match your screen.