How to auto-create invoice from Job using Workflow?
Using the “Workflow” option, now you can seamlessly automate the invoice process quickly. All you need to do is set the right conditions for the workflow.
1. Click the "Settings" module from the left panel.
2. Tap on the “+New Workflow” from the top section.
3. Enter the necessary details related to the sections “When”, “Conditions”, and “Actions” that is set to perform workflow action for the auto invoice. Then select, “Save Workflow” from the upper section.
A) Select the relevant “Module” and “Event.” under the “When” section.
B) Then select the conditions specified by selecting “Field Type,” “Operator,” and “Job Status – Type.”
C) After setting the necessary conditions, required actions can be taken by choosing “Module,” “Action Type,” “Type of Operator,” “Payment Term,” and “Invoice Template. Select “Invoices” as the module and action type as “Create” and type of operation as “Create Invoice” along with the required “Payment Term” and preferred “Invoice Template.”
Automizing the process is the best part to save users time and auto-generation of invoices is made simple using our workflow option.