Automations with Invoicing
Amanda Aparicio
Implement some automation features with invoicing. In particular:
- Change the status of a project based on the status of an invoice (e.g. once an invoice has been marked as "Paid", change the status of the project to "Ready to Start")
- Generate an invoice once a project has been marked as "Complete"
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Autopilot
Merged in a post:
Payments trigger actions
K
Kyle Hauenstein
I would appreciate if I could have a payment made by the client to either mark off a task or remove a tag or both. I will not submit returns until i've been paid. I add a tag once i've sent out the invoice. If sending out the invoice could add a tag and once the invoice is paid it removes it, that would be a helpful automation.
J
Jennifer Sanders
oooh! Good ideas!