Collection Automations

Collection Automations are optional workflows built with flows (type: collection) that add advanced orchestration on top of basic invoice payment collection.

When to Use Collection Automations

Basic collection (SDK + x402) works without automations. Use automations for:

• Dunning: Automatic reminders for overdue invoices
• Retry Logic: Scheduled collection attempts after failures
• Escalation: Multi-step workflows (reminder → wait → escalate)
• Conditional Routing: Different collection strategies by buyer region, risk score, invoice size
• Multi-step Orchestration: Complex workflows around one invoice (risk check → collect → notify)

Creating Collection Automations

Collection automations are flows with type: "collection":

1. Navigate to Collections → Collection Automations
2. Click Create Collection Automation
3. Build your workflow using the Flow builder
4. Set flow status to "live" to activate

Example Automation: Dunning Workflow

A simple dunning automation might:

1. Trigger: Invoice becomes overdue
2. Action: Send reminder email
3. Wait: 3 days
4. Action: Send second reminder
5. Wait: 3 days
6. Action: Escalate to collections team

Flow Builder

Collection automations use the same Flow builder as other automations:

• Invoice Node: Input invoice_id → invoice attributes
• Conditional Nodes: Route based on invoice status, amount, days overdue
• Action Nodes: Send notifications, update status, trigger webhooks
• Wait Nodes: Delay between steps

Related Documentation

• Collections Overview - Collections concepts
• Flows - Flow builder documentation
• Invoice Payments - Payment tracking