Automated Weekly Invoice Status Reports
Every week, you should know your billing status: who's been invoiced, who's paid, who owes money, and what the trends are. Instead of digging through Sevdesk manually, Notis generates a weekly invoice summary automatically--delivered to your inbox or Slack every Monday morning.
Trigger
Recurring schedule
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Action
Get SevClient Account Invoices
Retrieves all sevDesk account invoices for the authenticated client. Returns a list of invoice objects or null if no invoices exist in the account.
Why this helps
Invoice status is invisible until you manually review it. You spend hours in Sevdesk running reports, and by the time you have numbers, decisions wait another week.
- Invoice summary generated automatically, no manual report running
- Weekly billing status visible at a glance
- Outstanding invoices and amounts highlighted
- Payment trends tracked automatically
- Better decision-making with timely data
Setup
Build it in a few focused steps.
- 1Connect Expofp and Sevdesk to Notis in your portal (one-time).
- 2Ask Notis: 'Every Monday at 8am, fetch all invoices from Sevdesk, summarize by status (paid, pending, overdue), and send me a report' or configure in Automations.
- 3Select Cron as the trigger and set it for Monday morning at your preferred time.
- 4Choose email or Slack to receive the weekly report.
- 5Activate to receive automated invoice summaries every week.
Questions about this workflow
Can I customize which invoices are included in the report?
Yes--specify filters. For example, 'Only include invoices from this month' or 'Exclude test invoices.'
What information is included in the summary?
Total invoiced, total paid, total outstanding, number of overdue invoices, and trends week-over-week. You can customize this.
Can I get more frequent reports?
Yes--set the cron to run daily, twice weekly, or any frequency you prefer. More frequent reports give you faster visibility.
When this happens · Trigger
Do this · Action
Supported Triggers and Actions
Notis builds workflows that link Expofp to Sevdesk. A trigger fires from one place; an action lands in another.
Expofp triggers
Sevdesk actions
Recurring trigger
Notis starts this workflow on a schedule, such as daily, weekly, or during business hours.
Book Invoice Amount
Tool to book an invoice amount in SevDesk. Use when you need to record a payment for an invoice, either full or partial. This creates an invoice log entry and updates the invoice status accordingly.
Webhook trigger
Notis starts this workflow when an external tool or custom backend sends an HTTP request.
Check Customer Number Availability
Tool to check if a customer number is available in sevDesk. Use when you need to verify that a customer number can be assigned without conflicts.
Create Accounting Contact
Tool to create a new accounting contact in sevDesk. Use when you need to assign debitor or creditor numbers to existing contacts for accounting purposes.
Create Check Account Transaction
Tool to create a new check account transaction in SevDesk. Use when you need to manually record a transaction for a payment account, such as bank transfers, cash movements, or other financial transactions that need to be tracked in the accounting system.
Create Clearing Account
Tool to create a new clearing account in sevDesk. Use when you need to set up accounts for tracking intermediate transactions like coupons, gift cards, or prepayments. Clearing accounts are offline accounts used for booking purposes.
Create Communication Way
Tool to create a new contact communication way (email, phone, website, etc.) in SevDesk. Use when you need to add contact information like email addresses, phone numbers, or website URLs to an existing contact.
Create Contact
Creates a new contact (person or company) in SevDesk accounting system. Required fields: - type: Must be 'PERSON' or 'COMPANY' - familyname: Required for PERSON type (last name) - name: Required for COMPANY type (company name) - category: Contact category reference (e.g., id=3 for Customer, id=2 for Supplier) Automatically generates customerNumber if not provided. Supports optional fields like email, phone, address, bank details, tax information, and more.
Create Contact (REST API)
Tool to create a new contact in sevDesk using the standard REST API endpoint. Use when you need to create a person or organization contact with category assignment.
Connect any two apps with Notis in the middle.
Expofp and Sevdesk, or any other combination from 1,000+ integrations.
When this happens · Trigger
Do this · Action
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