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

What’s new?

You can now filter your workflows for invoices with new statuses:

  1. Viewed
  2. Partially Paid
  3. Void

How to use?

  • Go to Workflows
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  • Add filters in the Invoice trigger based on the condition that you want
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  • Configure different action items using if/else conditions based on these filters
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Why we built this?

  • For you to track viewed, partially paid, and void invoices for better oversight and setting up proactive communications, actions based on them.

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