Payment Terms & Workflow Automation

Automate your payment reminders — and keep your cash flow healthy.

DigiFabster’s Payment Workflow Automation feature helps you take control of your invoicing process and payment terms by automatically triggering payment due reminders and status updates. Set the rules once, and let the system handle the follow-up — reducing missed payments and manual admin work.

Ideal for machine shops, fabrication businesses, 3D printing services, and any manufacturing company that wants better visibility and control over payment timing.

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🔧 What It Does

With Payment Terms & Workflow Automation, you can:

• Define a trigger status that starts the countdown toward payment due date
  (e.g., “Placed”, “Shipped”)
• Set a specific number of days until the payment is considered due
• Automatically send a notification to the customer when that deadline hits
• Optionally automate a status change after payment is received
  (e.g., move from “Waiting for Payment” to “Paid”)

This brings a whole new level of structure to your order management, invoice generation, and manufacturing payments process — without relying on spreadsheets or reminders.

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🏭 Problems This Solves

Problem: Payment terms are hard to track manually
✅ Solution: Set it and forget it — your system will automatically notify customers when payment is due.

Problem: Orders don’t reflect payment status in real time
✅ Solution: Automatically update the order status once payment is received, keeping your workflow automation in sync.

Problem: Late payments impact production planning and cash flow
✅ Solution: Ensure clients are reminded exactly when payment is due — helping you get paid on time and stay on track.

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🚀 How It Works

1. Go to Settings → Payments → Payment Terms
2. Choose the trigger status that will start the payment countdown
3. Set the number of days until the due notification should be sent
4. (Optional) Set the post-payment status — the order will switch automatically when payment is confirmed

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💡 Pro Tip

You can apply these automation rules not only at the global level — but also to individual customers, companies, or specific orders. This is especially helpful for long-term clients with unique payment terms or high-value projects that require tighter control.

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