Automation- Title- video

Invoice

The Invoice trigger provides workflow automation tailored to payment and invoice status, according to the user's specific requirements.

In order to configure this trigger, users are advised to click on the Add New Workflow Trigger button and choose the Invoice option from the available selections.

By implementing this trigger, businesses can efficiently manage their invoicing and payment processes, ensuring timely and accurate tracking of financial transactions, leading to improved financial management and streamlined operations.

Filters

An initial filter labeled Invoice Status will appear, offering users a dropdown menu to choose either Sent or Paid.

To refine the trigger further, additional filters such as Has Tag and other custom fields can be added using the Add Filters option. If the Has Tag filter is selected, users must then choose the specific tag that should trigger the workflow.