In order to further increase the efficiency and flexibility of the If ____ is approved,
automation trigger, a shop can now specify if the the automation should trigger if a quote/invoice has:
- No Payment Term
- Payment Term
For example, this new option allows the same Approval to send a no payment term quote/invoice to collect payment while the payment term quote/invoice can proceed to production.
If a shop has active payment terms of more that 0 days, then the If ____ is approved,
trigger will have both options checked by default on all current automations and any new automations with this trigger.
The label on the Automations page remains the same when it applies to all quotes/invoices.
How to trigger only when the quote/invoice has no payment term
If a shop would like to only trigger the automation an order/invoice that has no payment term then simply uncheck the Payment term
option.
The label on the Automations page will reflect that this trigger only applied to quotes/invoices with no payment terms.
How to trigger only when the quote/invoice has a payment term
If a shop would like to only trigger the automation an order/invoice that has a payment term then simply uncheck the No payment term
option.
The label on the Automations page will reflect that this trigger only applied to quotes/invoices with payment term.