Managing invoices efficiently is crucial for any business. This article will guide you through the process of adding triggers for invoices, focusing on the new workflow statuses: Viewed, Partially Paid, and Void. These statuses provide better oversight and allow for proactive communication and actions based on the invoice conditions.
How to Use
Go to Workflows:
Navigate to the Automations tab> Workflows section in your __CompanyName account.
Click + Create Workflow and select Start from Scratch
Add Filters in Invoice Trigger:
Within the workflow setup, add an Invoice trigger.
Use the dropdown menu to select the conditions you want to filter by, such as Viewed, Partially Paid, or Void.
Configure Action Items:
Based on the selected filters, configure different action items using if/else conditions.
Examples of actions include sending reminder emails, updating records, and notifying team members.
Save and Activate:
Once you have configured the triggers and actions, save your workflow.
Activate the workflow to start automating your invoice management process.
Key Features and Benefits
Enhanced Tracking: The ability to filter workflows by the new statuses enables better tracking and management of invoices.
Proactive Communication: Set up automated responses and actions based on invoice status to ensure timely follow-ups.
Increased Efficiency: Streamline your workflow by configuring specific actions for each invoice status, saving time and reducing manual effort.
FAQ
Q: Can I use these triggers for all types of invoices? A: Yes, these triggers can be applied to all invoices within your Progreda account, regardless of the type or amount.
Q: How often should I review and update my workflows? A: It's recommended to review your workflows periodically, at least once a quarter, to ensure they are still aligned with your business processes and objectives.
Q: What if an invoice changes status after a trigger has been activated? A: If an invoice changes status, the new status will trigger any corresponding workflows configured for that status, ensuring continuous and accurate management.
Use Cases
Viewed Status: Set up a workflow to send a follow-up email to clients who have viewed their invoice but not yet paid.
Partially Paid Status: Create a reminder workflow for clients who have partially paid their invoice, encouraging them to complete the payment.
Void Status: Configure an alert to notify your finance team when an invoice is voided, allowing them to take necessary actions.