Invoice Automation With Everflow Pay

Everflow's auto invoicing system operates on a set of precise, automated triggers that simplify Partner payments. When a Partner's payout balance reaches the configured payment threshold, the system automatically generates an invoice without requiring manual intervention. This process depends on several key settings, including the billing cycle, payment thresholds, and specific Partner payment terms that you've established in the platform.

The automation kicks in only when all predetermined conditions are met. This means invoices are created seamlessly when a Partner earns enough to trigger a payment, saving you time and reducing administrative overhead. While the system prioritizes automatic generation, you still maintain flexibility - manual invoice generation is possible when needed, allowing you to override the default settings in special circumstances.

By configuring the right parameters, you create a streamlined invoicing process that works quietly in the background, ensuring your partners are paid accurately and consistently.

Manual invoice generation bypasses default settings

These rules only work for automatic invoices

Automation requires proper configuration of:

Payment thresholds (How much money Partners need to earn before getting paid)

Billing cycles (When you want to pay Partners)

Partner payment terms (Partner payment rules)

New Feature When Invoice Automation and Accounting Integration are both enabled, the full pipeline is automated: invoices are automatically approved → payments are created → Bills and Bill Payments are synced to your accounting software — all without manual intervention. Learn how syncs work →

Auto-Invoice Generation Logic

How much an auto-generated invoice includes depends on whether you have set an auto-invoice activation threshold. At the end of each billing period (based on your billing frequency), the system evaluates the un-billed payout amount against your settings.

With a threshold set (e.g. $0.01 or above): The system considers all un-billed amounts from the auto-invoice start date through the end of the current billing period. An invoice is generated only if that total surpasses the threshold, and it includes previous un-billed amounts going back to the start date.

With no threshold set: The auto-created invoice includes only the amounts from the most recent invoice period — previous un-billed amounts are not rolled in.

Note

The accumulated total takes into account both conversion updates and adjustments — positive and negative.

Worked Example

Suppose auto-invoicing is configured as: Auto-Invoice ON, Start Date October 7, Threshold $20.00, Frequency Monthly.

Scenario

Resulting un-billed total

Invoice generated?

January payout is $60; a -$50 adjustment is applied for a December date

$10 (below $20)

January payout is $60; a -$30 adjustment is applied for a December date

$30 (above $20)

Yes

January payout is $55; a December conversion's payout is reduced by $50

$5 (below $20)

January payout is $55; a December conversion's payout is reduced by $20

$35 (above $20)

Yes

$0.00 Invoices

An invoice created with a $0.00 amount still allows you to add line details. While it is $0, the invoice carries a paid status. As soon as you add a line detail to it, the invoice takes on an unpaid status.