Sending your invoice to the accountant automatically after sending it to the customer

To send an invoice to the accountant, a manual action from the invoice or from the overview of the invoices is always required.
However, there is also a way to send the invoice to the accountant automatically after you have sent it to the customer.

We have to arrange this in an automation flow.

Go through the following steps to set up the flow:

1. Click your name at the top right and go to 'Automation'.
2. Click the '+' sign to create a new workflow.
3. Give this workflow a name of your choice.
4. Select the module 'invoice'.
5. Set the trigger as follows:

6. Click '+' to add a new action.
7. Choose 'send to accountant'.
8. Activate the workflow so that it is carried out automatically

Updated on: 08/09/2026