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Workflows: Send Invoice Completion Triggers
Workflows: Send Invoice Completion Triggers
Travis avatar
Written by Travis
Updated over a week ago

The "Send Invoice" step in your workflow now has some new options for defining when this step is "completed."

You can now choose to have the step complete "When the first invoice payment is made," "When invoice is fully paid," or "When sent." 

To do this, navigate to your workflow page, and add a new action item: Send an Invoice

Once you select your invoice template, it will now show you the "Completed When" options (see image below):

Now your workflow can move forward as soon as you receive a retainer/deposit, or a similar payment to your invoice!

Keywords: Workflows, invoices, when completed, invoice, pay invoice, retainer, deposit

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