Invoice automation

Good afternoon.

Here’s how your Clockify → Payday flow is moving today.

Last checked just now

AUTOMATION IS ACTIVE

Clockify invoices, delivered to Payday.

Review sent or paid invoices, validate customer and VAT mappings, and create safe draft invoices in Payday whenever you're ready.

ClockifyInvoice source

•••

Relay

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P

PaydayAccounting destination

Ready to sync

—Ready in Clockify

Synced

—Invoice records

Value ready to invoice

—

Needs review

—Blocked invoices

Unmatched customers

—

Unmapped products

—

Invoice queue

Ready for the next run

Recent activity

Latest automation events

Clockify source

Invoice queue

Review, validate, and send eligible invoices to Payday.

	Invoice	Client	Issued	Status	Amount	Payday state

Customer reconciliation

Customer mappings

Pull both customer lists, match them safely, and retain unmatched records on either side.

Create missing from kennitala

Clockify clients—

Payday customers—

Matched—

Unmatched—

Creation requires a kennitala.

Fuzzy matching may link a unique high-confidence name, but it never creates a customer. Ambiguous and missing records remain unmatched.

Clockify clientPayday customerMatch

Payday products

Product mapping

Map each Clockify project/person combination to a Payday product so synced invoice lines carry the right product.

Project/person pairs—

Mapped—

Unmapped—

CustomerProjectPersonPayday product

Bulk creation

Bulk invoice builder

Turn a period's tracked time into draft Clockify invoices - one per customer, following the same rules every time.

Period

Issue date Due date

Pricing rules

Discount control

Set the tiered usage discount percentage for each customer + project combination.

Customer/project pairs—

Configured—

Not configured—

CustomerProjectMode< 70h / Rate70-120h> 120h

Audit trail

Activity log

A reviewable record of every validation and sync event.

Configuration

Settings

Connections and safeguards for this automation.

Loaded

Connection mode

Demo never calls either external API

Key Vault + Postgres

Runtime mode

API keys and client secrets are written only to Azure Key Vault; everything else is stored in Postgres. Saved secret values are never returned to this page.

Clockify

Invoice source

Not configured

API base URLWorkspace IDCompany IDAPI key

P

Payday Test API

Customer and invoice destination

Not configured

API base URLAPI versionClient IDClient secret

Display preferences

How dates are shown throughout Relay

Date format

Native calendar picker fields (Bulk invoice builder) always follow your browser's own date format - this only controls how dates are displayed as text elsewhere in the app.

Bulk invoicing defaults

Used when creating draft invoices from the Bulk invoice builder

Default currencyDefault tax percentageNext invoice number

Customer matching

Conservative defaults reduce incorrect customer links

Fuzzy thresholdWinner marginCreate by kennitala

Sync safeguards & defaults

Fixed rules applied before an invoice is created, plus editable defaults for this environment

Create Payday draftsReview invoices before booking, emailing, or creating bank claims

Require customer mappingBlock invoices without an explicit Payday customer GUID

Use invoice number as idempotency keySkip invoices that already exist in the sync ledger

Create bank claimAutomatically create a Payday bank claim for every synced invoice

Create electronic invoiceRequest an e-invoice (rafrænn reikningur) for every synced invoice

Send email to customerEmail the invoice to the address Payday has on file for the customer

Default report to attachPre-selected in the sync dialog's report picker

Access control

User access

Approve Microsoft accounts and assign what they're allowed to do.

EmailRolesAdded

Clockify workspace members

Grant access to someone who already has a Clockify account.

NameEmailStatus

Backoffice

Data admin

View and correct operational records. Settings, users/roles, sessions, and the activity log are managed elsewhere and are not shown here.

Synced invoices

Payday sync ledger

Invoice IDPayday IDPayday statusSynced

Customer mappings

Clockify client → Payday customer

Clockify clientPayday customerKennitalaMethod

Invoice reports

Pulled report blobs

Invoice IDTypePulledBy

Bulk invoice selections

Customer + project + period combos already invoiced by the Bulk invoice builder

PeriodClockify clientClockify projectClockify invoice