Invoiced

Run accounts receivable on autopilot with Invoiced. Agents create customers and invoices, record payments, manage estimates, subscriptions, credit notes, plans, and coupons, and read balances to drive dunning and collections across 51 actions.

51 actions Basic auth available

Invoiced website ↗ Platform Documentation ↗ Capability data verified 2026-07-27

A closed-won deal arrives from HubSpot with line items and payment terms

List Customers searches on company name and billing email so the account is matched, not duplicated

Create Customer writes the new account with terms, currency, and billing address when no match exists

Create Invoice drafts the invoice from the deal's line items, referencing saved catalog items for pricing

The agent compares the draft total against the deal amount and flags any variance

The controller reviews the draft, the amount, and the recipient list before anything reaches the customer

Send Invoice emails the approved invoice with its hosted payment URL

The finance channel in Slack gets the issued invoice, its total, and the due date

What This Integration Enables

Invoiced is built for teams that treat receivables as a pipeline to run, not a report to read at month end. The platform models the whole order-to-cash arc, customers, invoices, estimates, payments, credit notes, subscriptions, plans, coupons, and FlowRunner agents work that arc end to end across 51 actions. The reading side is where agents earn trust first: Get Customer Balance returns outstanding, credit, and past-due amounts per currency, which turns dunning from a monthly panic into a daily, boring process. - Quote-to-cash: create estimates, send them, and convert approvals to invoices without re-entry - Billing: draft invoices from deals and orders, with catalog items keeping pricing consistent - Collections: read balances and past-due aging, escalate outreach in tiers, propose credit notes where warranted - Recurring revenue: create and adjust subscriptions and plans as accounts upgrade, downgrade, or churn - Reconciliation: walk transactions and the event log to keep the ledger and the activity feed honest The [human-in-the-loop](/concepts/human-in-the-loop) line is drawn where money meets a customer. Agents draft everything; a person approves what gets sent, voided, or credited.

Without FlowRunner

Billing lags the sale Closed deals wait in a queue until someone retypes them into the billing system

Collections by memory Past-due follow-up happens when someone remembers, so the oldest balances get the least attention

Cash application as archaeology Payments arrive and someone reverse-engineers which invoices they were meant to settle

With FlowRunner

The invoice drafts itself Agents create the customer, build the draft, and verify totals the moment the deal closes

Dunning runs on balances, not memory Agents read past-due amounts daily and escalate on a schedule a person approved

Payments land applied Agents record payments against the right invoices and email the receipt in the same motion

Use Case Scenarios

Closed-won to invoiced before the kickoff call

A deal closes in [HubSpot](/integrations/hubspot). The agent pulls the line items, matches the account with List Customers, and runs Create Customer only when the account is genuinely new. Create Invoice builds the draft against catalog items from List Items, so a mistyped unit price in the CRM cannot leak into billing. The controller approves the draft, Send Invoice delivers it with the hosted payment link, and the deal record gets the invoice URL written back. For deals still in negotiation, the same flow runs Create Estimate and Send Estimate instead, and Convert Estimate to Invoice fires when the customer approves the quote.

Cash application that keeps pace with the bank

A payment settles in [Stripe](/integrations/stripe). The agent matches it to the customer, calls Create Payment with an applied-to breakdown across the open invoices from List Invoices, and follows with Send Payment Receipt so the customer sees the balance cleared. Partial payments apply to the oldest invoice first, with the remainder recorded as an unapplied credit the next invoice will absorb. A nightly pass over List Transactions reconciles the day's charges, payments, and refunds against [QuickBooks](/integrations/quickbooks-online), and any transaction that cannot be matched lands in a review queue instead of a shrug.

Dunning with tiers, and a person at the top tier

Every morning the agent walks List Customers and calls Get Customer Balance for accounts with open invoices. Fresh past-due balances get a polite reminder through Send Invoice with a custom message. At fifteen days the tone firms up and the account manager is copied through [Slack](/integrations/slack). Past sixty days, the agent assembles the full picture, balance, payment history from List Payments, any existing credits from List Credit Notes, and hands it to a person: pursue, propose a payment plan, or write off. If the decision is a concession, Create Credit Note issues exactly what was approved. For subscription customers who churn, Cancel Subscription stops future billing the day the decision is made, not the day someone remembers.

Human-in-Loop Highlight

Send Invoice puts a dollar figure in a customer's inbox, and there is no unsend. A duplicate invoice, a wrong amount, or a firm dunning notice fired at a customer who paid yesterday costs trust that took quarters to build. So sending is gated: agents draft invoices and dunning messages at machine speed, and a person approves anything above threshold, anything with a variance flag, and every escalation past the first reminder. The same gate guards Void Invoice, which cancels an issued invoice and rewrites what the customer owes, and Delete Payment, which reverses cash application against real invoices and cannot be undone. The agent's job is to make the approval effortless: draft, evidence, and recommendation in one place. The click that moves money remains human.

Agent processes routinely

Detects exception requiring judgment

Clear match Continues automatically

Ambiguous Routes to human via preferred channel

Human decides

Agent resumes with decision

Agent Capabilities

51 actions

Customers

List Customers Retrieves customers with free-text search across name and email plus metadata filters. The match step before any account is created.
Get Customer Retrieves one customer with contact details, terms, currency, and balance.
Create Customer Creates a customer with type, billing address, payment terms, currency, and metadata.
Update Customer Updates supplied fields only. Corrects contact details and terms without touching the rest.
Delete Customer Permanently deletes a customer. Cannot be undone, and blocked when open invoices exist.
Get Customer Balance Retrieves outstanding, credit, and past-due amounts per currency. The number dunning decisions run on.

Invoices

List Invoices Retrieves invoices filterable by customer and status: draft, open, paid, past due, or voided.
Get Invoice Retrieves one invoice with line items, balance, payment status, and hosted URL.
Create Invoice Creates an invoice with line items, due date, discounts, and taxes, optionally as a draft.
Update Invoice Updates an invoice. Drafts are fully editable; finalized invoices have limited fields.
Delete Invoice Permanently deletes a draft invoice. Issued invoices should be voided instead.
Void Invoice Cancels a finalized invoice and removes its balance from the account. Gated behind human approval.
Send Invoice Emails the invoice with optional custom subject, message, and recipients. The action this page's human gate exists for.

Estimates

List Estimates Retrieves estimates filterable by customer and status.
Get Estimate Retrieves one estimate with line items, approval status, and hosted URL.
Create Estimate Creates a quote with line items, expiration, and notes, optionally as a draft.
Update Estimate Updates an estimate; drafts are fully editable including line items.
Delete Estimate Permanently deletes an estimate. Cannot be undone.
Send Estimate Emails the estimate to the customer with optional custom messaging.
Convert Estimate to Invoice Turns an approved estimate into an invoice, carrying line items and customer across.

Payments

List Payments Retrieves recorded payments, filterable by customer.
Get Payment Retrieves one payment with amount, method, and the invoices it settled.
Create Payment Records a payment and applies it across invoices, or as an unapplied credit when no breakdown is given.
Update Payment Corrects a payment's reference, notes, or applied-to allocation.
Delete Payment Permanently deletes a payment and reverses its effect on invoice balances. Gated.
Send Payment Receipt Emails the customer a receipt confirming what was paid and applied.

Credit Notes

List Credit Notes Retrieves credit notes, filterable by customer.
Get Credit Note Retrieves one credit note with line items and remaining applicable balance.
Create Credit Note Creates a credit note that reduces a customer's balance, optionally referencing the source invoice.
Delete Credit Note Permanently deletes a draft credit note. Cannot be undone.

Subscriptions

List Subscriptions Retrieves recurring subscriptions, filterable by customer.
Get Subscription Retrieves one subscription with plan, quantity, status, and current billing period.
Create Subscription Starts recurring billing against a plan with quantity and optional start date.
Update Subscription Changes plan or quantity; proration follows account settings.
Cancel Subscription Stops future recurring invoices for a subscription.

Plans

List Plans Retrieves billing plans with price, currency, and interval.
Get Plan Retrieves one plan's price, currency, interval, and pricing mode.
Create Plan Defines a new billing plan for subscriptions.
Delete Plan Permanently deletes a plan; plans with active subscriptions may be protected.

Catalog Items

List Items Retrieves reusable catalog items with preset pricing.
Get Item Retrieves one item's cost, currency, type, and taxability.
Create Item Creates a reusable product or service with a preset unit cost.
Delete Item Permanently deletes an item without affecting documents that referenced it.

Coupons

List Coupons Retrieves coupons that discount invoices and subscriptions.
Get Coupon Retrieves one coupon's value, type, currency, and expiration.
Create Coupon Creates a percentage or fixed discount with optional expiration and redemption limit.
Delete Coupon Permanently deletes a coupon; discounts already applied stand.

Transactions

List Transactions Retrieves charges, payments, and refunds, filterable by customer and invoice. The reconciliation feed.
Get Transaction Retrieves one transaction with type, amount, gateway, and status.

Events

List Events Retrieves the account audit log: invoice created, payment succeeded, customer updated, and more.
Get Event Retrieves one event with its type, timestamp, and full object snapshot.

Frequently Asked Questions

What can FlowRunner do with Invoiced?

FlowRunner agents can run List Customers, Get Customer, and Create Customer in Invoiced, plus 48 more actions.

Does connecting Invoiced to FlowRunner require OAuth?

No. Invoiced connects to FlowRunner with basic authentication (a username and password), no OAuth flow required.

Can Invoiced trigger a FlowRunner workflow automatically?

Invoiced doesn't currently expose triggers in FlowRunner. It connects as an action step inside workflows started by another trigger.

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