1.Detect new draft invoices
Integrate Stripe to detect new invoices with draft status so you can hold qualifying drafts for review.
Hold business draft invoices for manual finance review
Automatically monitor new invoice drafts across Stripe. Create and update when invoices match qualifying business segments, meet draft review conditions, and require auto-advance to stopβso you can block auto-finalization, add review context, and keep drafts ready without manual checking.
How this automation protects your manual invoice review queue
When draft invoices arrive in Stripe, auto-finalization can cause finance to miss incorrect business-customer charges. This automation filters qualifying draft invoices and updates each invoice to disable auto-advance and add an internal noteβso your team can review accurately before finalization.
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2.Validate qualifying business segment
Integrate Zapier and data filters to check customer metadata for a qualifying business segment to gate the workflow.
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3.Confirm invoice draft criteria
Integrate Zapier and status conditions to verify invoice stays in draft and meets additional qualifying criteria to continue.
4.Update invoice to stop auto-advance
Integrate Stripe and invoice updates to disable auto-advance and add an internal note so finance can review drafts.
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