Review payment terms when a late invoice gets paid
A late invoice paid automation covers a payment trigger, a payment-terms review, a 7-day wait, and a reminder if the review still isn’t done.
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A late invoice gets paid after the due date, but the payment terms that allowed that drift stay the same unless someone goes back and checks them. The late invoice paid automation starts when an invoice is marked paid, then pushes a short internal follow-up so the next invoice doesn’t slip for the same reason.
The automation runs in four steps: Review their payment terms, a 7-day wait, a Reviewed? checkpoint, and Remind whoever raised it if the review still hasn’t happened. The trigger ties to invoices, so the follow-up only kicks off once the payment is actually in.
- Trigger Starts when an invoice is paid, so the follow-up only happens after payment is recorded.
- Review their payment terms Calls for a check of the customer’s terms that allowed the invoice to go late.
- Wait 7 days Adds a seven-day gap before the automation checks whether the review was completed.
- Reviewed? Stops to confirm the payment-terms review is done before anything else happens.
- Remind whoever raised it Prompts a reminder to the person who raised the invoice if the review still hasn’t been marked as reviewed.
The setup depends on two details: the invoice needs an email address, and every step runs inside Plutio with no third-party account. Once the automation is on, the late payment becomes a prompt to check terms, pause, and then chase the internal review if it’s still open.
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Every step, in order
Plutio runs these 4 steps top to bottom, from the trigger through each action and condition. Every one arrives configured and stays editable. The automation is added as a draft, so it sends nothing until you turn it on.
Starts: When Invoice is paid
- Review their payment terms
- Wait 7 days
- Reviewed?
- Remind whoever raised it (Reviewed? → No)
What happens when you install it
- This automation is copied into your workspace with all 4 steps already configured.
- It arrives as a draft, so nothing runs until you turn it on.
- Every step stays editable, so the wording, the timing and the conditions all change before or after you activate it.
Who it is for
Freelancers, studios, and finance admins who raise invoices and want late-paid accounts reviewed instead of left on the same terms.
Questions about this automation template
What triggers a late invoice paid automation?
The trigger is “When Invoice is paid.” The automation waits for the payment status to change before it does anything else.
What does this automation do after an invoice is paid?
The automation asks for a payment-terms review, waits 7 days, then checks whether the review is done. If the review still isn’t marked as reviewed, it reminds whoever raised the invoice.
Do I need an email address on the invoice for this to run?
Yes, the invoice needs an email address. Without that detail on the invoice, the template can’t be set up as written.
How long does the automation wait before following up?
The template waits 7 days after the payment-terms review step. After the wait, it checks whether the review has been completed.
Does this automation use any third-party accounts?
No, every step runs inside Plutio. The template doesn’t require any third-party account to work.
Who gets reminded if the payment terms review isn’t done?
The reminder goes to whoever raised the invoice. That way the follow-up stays with the person responsible for the original billing.
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