Monthly

Get links to last month's invoice PDFs

Each month you get every paid invoice's PDF link and total, ready for bookkeeping.

Runs: Monthly
Apps: Stripe
AI: Not needed
Access: read

Send this to your assistant

Create a ClickRuntime automation: on the 1st of each month, email me a list of last month's paid Stripe invoices with their PDF links, customer and total.

Paste it into your assistant. It tells you what it will send or change before it runs live.

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First time? Adding ClickRuntime to your assistant takes about two minutes.

Why use it

Why teams use this automation

At month end, a bookkeeper asks for every paid invoice from Stripe. Someone logs in, filters by date, opens each invoice and downloads the PDF one by one, then repeats it next month. For a business with 200 invoices, that is an afternoon of clicking, and a missed file only turns up when the accountant questions a number during the quarterly filing. The same chore repeats every single month.

On the 1st, ClickRuntime lists all invoices that were paid in the previous month, collects the invoice_pdf link for each and emails you a list with links, invoice numbers, customers and a total. Forward it to your accountant or save it with your records, and the bookkeeping handoff is done.

It fits freelancers, agencies and small SaaS teams that work with an external accountant.

What you get out of it

Bookkeeping handoff takes seconds
One email with every link replaces an afternoon of downloads. The accountant gets the complete set at the same time each month, which makes closing the books predictable. You can send it before your accountant even asks, which is a small thing that builds trust.
Missing invoices are caught early
Because the list covers all paid invoices with a count and total, a gap is easy to see against the revenue figures. You find the discrepancy in week one, not at tax time.
Audit trails are ready when needed
If a tax authority or investor asks for evidence of a sale, the link and invoice number are in an email from the month it happened. Proving revenue stops being a scavenger hunt.
Accountant fees can come down
Accountants charge for time spent chasing documents. Delivering a tidy monthly list with totals removes follow-up emails, which lowers the hours on your bill. Over a year those saved hours add up to a noticeable difference in fees.
The routine survives holidays and turnover
Nobody has to remember the monthly download. If the person who normally does it is away or leaves, the archive still arrives on schedule. Bookkeeping then no longer depends on one person remembering a chore.

How it works

What happens, step by step

Once a month, the automation collects every Stripe invoice paid last month.
It gathers each invoice's number, customer, total and PDF link.
You get one email with the full list and the month's total, ready for your bookkeeper.

Before it runs live

Connect Stripe

What you get

RunsMonthly

Get links to last month's invoice PDFstoday, 9:00Succeeded

Email · Paid invoices for September 2026: 42 ($18,430.00)INV-0192 Northwind Traders 1,200.00 USD https://pay.stripe.com/invoice/…/pdf

Build your own

Need it to work differently?

This template is a starting point. Copy the prompt and change it, or describe a different automation from scratch, with your own conditions, more apps or an AI step. Your assistant writes it, tests it and runs it on ClickRuntime.

Your own rules
Conditions, thresholds, filters and exceptions, written the way you'd explain them to a colleague.
Any number of apps
One automation can read from one app and update several others. Over 248 apps are ready, and anything with an API works too.
AI where it helps
Summaries, classification, extraction and drafts use ClickRuntime's built-in AI, with no extra key.
On a schedule or on each event
Runs as often as every 5 minutes, or the moment an app sends an event, and keeps track of what it already handled.

Changes you can ask for

Run it at a different time, more or less often, or only on weekdays
Add an AI step, for example to summarize, sort or draft a reply
Add another app, for example also send it to Slack
Combine it with other Stripe steps into one automation

Under the hood

The code that runs this automation

This is the Python script that runs each time the automation starts. Your AI assistant writes it for you when you send the prompt, and you allow each step in your assistant. To change how the automation works, describe the change to your assistant and it updates the script for you. For every function it can use, see the script reference.

monthly_invoice_pdf_archive.pyexample

from datetime import datetime, timezone
import stripe
from clickruntime import on_trigger, credentials, notify

@on_trigger
def run(event):
    stripe.api_key = credentials.secret("STRIPE_API_KEY")
    end = datetime.now(timezone.utc).replace(day=1, hour=0, minute=0, second=0, microsecond=0)
    start = end.replace(year=end.year - 1, month=12) if end.month == 1 else end.replace(month=end.month - 1)
    invoices = list(stripe.Invoice.list(status="paid", limit=100,
                    created={"gte": int(start.timestamp()), "lt": int(end.timestamp())}).auto_paging_iter())
    lines = [f"{i.number}  {i.customer_name or i.customer_email}  {i.total / 100:,.2f} {i.currency.upper()}\n  {i.invoice_pdf}"
             for i in invoices]
    total = sum(i.total for i in invoices) / 100
    notify.email_me(f"Paid invoices for {start:%B %Y}: {len(invoices)} (${total:,.2f})", "\n".join(lines) or "None.")
    return {"invoices": len(invoices)}

FAQ

Common questions

Does the email contain the PDFs or only links?

It contains links to the PDFs hosted by Stripe through the invoice_pdf field, along with invoice numbers, customers and amounts. The links let your accountant download each file, so the email stays small. Nothing is attached, so large months never hit email size limits.

Are void or refunded invoices included?

Only invoices with a paid status in the period are listed. Voided and draft invoices are left out. Refunds do not change the invoice status, so a paid invoice later refunded would still appear, and credit notes can be added as a section.

Which month does it cover when it runs on the 1st?

It covers the whole previous calendar month, from the first day at midnight to the last day at 23:59 in the time zone you choose, so invoices paid late on the 31st land in the right report.

What permissions does it need?

read. Nothing else in your accounts is used.

Does it need AI?

No. It runs without AI, so it doesn't use your plan's AI allowance.

How many runs does it use?

One run each time it runs (monthly). Checks that find nothing to do and stop right away aren't counted.

Can I change how it works?

Yes. Describe the change to your AI assistant, for example a different schedule, channel or filter. It updates the automation, tests it and tells you what changed.

Daily