NetSuite and Stripe: Draft Client Invoice Template
A scheduled Spojit workflow that reads approved billable records from NetSuite, drafts invoices in Stripe, and waits for a person to sign off before anything reaches a client.
What It Builds
A Schedule trigger runs on your billing cadence and pulls approved billable records from NetSuite through a Connector node. For each client, a Stripe Connector node creates a draft invoice with the line items. A Human approval node then pauses the run so a finance reviewer can check each draft before it goes out.
The Prompt
Paste this into Miraxa and it builds the workflow, connecting the tools for you:
Build a workflow that runs every Monday at 8am and reads approved billable records from NetSuite. For each client, create a draft invoice in Stripe with the line items and amounts. Then pause for finance team approval before any invoice is finalized, and only send the ones that are approved.Connectors Used
- Schedule trigger - runs the workflow on your billing cadence using a cron schedule and time zone.
- NetSuite - reads the approved billable records to invoice.
- Stripe - creates the draft invoices and line items.
- Human approval node - holds drafts for a finance reviewer before they finalize.
Customize It
Change the cron timing (daily, weekly, end of month) and the time zone to match your billing close. Adjust which NetSuite records count as "approved" or billable, name the fields to copy onto each invoice line, and point the approval at a specific role or team. You can also have it skip approval below a dollar threshold.
Tips
- Use a Connector node in Direct mode for the Stripe create step so there is no AI cost and the action is exact and repeatable.
- Drafts stay editable in Stripe, so a rejected invoice in the Human node leaves nothing exposed to the client.
- Confirm your NetSuite connection scope can read the saved search or record type that holds billable items.