Invoices: New workflow statuses - Viewed, Partially Paid, Void

Invoices: New workflow statuses - Viewed, Partially Paid, Void

Social Sync Collective
Published on: 05/08/2024

You can now filter invoices in your workflows by new statuses: Viewed, Partially Paid, and Void. Go to Workflows, add filters in the Invoice trigger based on your conditions, and configure action items using if/else conditions. This helps track these invoice statuses for better oversight and proactive communication.

Payments New Update