Release Notes - Invoicing
In order to provide you with more detailed information on our updates we have broken the Release Notes down by module.
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Feature Enhancements
Automatic Invoice Delivery after Trigger Point
- What: The Invoice can be automatically delivered via email after reaching the specific trigger points.
- Why: To automatically send the invoice to the invoice contact at specific trigger points (days before and after the due date) so that recipients are reminded of unpaid invoices in a timely manner.
- How: Enable Automated Invoice Actions and Auto Email in Invoice
Setting > Invoice Options.
- Use Case: Increase efficiency by automating the process of sending a reminder Invoice when it reaches a set number of days from invoice creation or being overdue.
For More info see this related article: Invoice Setup
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