The Invoice Automation feature allows users to streamline their payment and invoicing processes by automating workflows based on specific invoice-related criteria.
To set up this automation, start by selecting the Add New Workflow Trigger button and choose the Invoice option from the list.
This automation enables businesses to optimize the tracking and management of their financial transactions, leading to enhanced accuracy, timely payments, and overall improved financial operations.
Filtering Options
Once the trigger is selected, an initial filter titled Invoice Status will appear, providing a dropdown menu with options to select Sent or Paid statuses.
For more advanced customization, users can add extra filters like Has Tag or other custom fields by using the Add Filters button. When using the Has Tag filter, it's necessary to specify the exact tag that will activate the workflow.
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