Invoice Specific Automations

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Written by Steven
Updated 1 year ago

You can set automations for specific invoices.

To do this, go to the "Finance>Invoices".

Find the invoice you want to edit the automations for and click the "magnifying glass" for that invoice.

Once on the invoice, scroll down, and the automations are on the right.

Note: These are automations for this invoice only

You can also see any automations that have already happened about that invoice.

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