Modify New Invoice Send automation to have additional rules #1

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opened 2025-02-13 08:20:03 +00:00 by gtmadev · 0 comments
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There needs to be some additional rules for whether or not to "send on new".

For example, we might not want to send as new if the invoice is older than x days, or if the invoice is also having a zero balance.

There needs to be some additional rules for whether or not to "send on new". For example, we might not want to send as new if the invoice is older than x days, or if the invoice is also having a zero balance.
gtmadev added this to the GoToMyAccounts project 2025-10-27 07:56:13 +00:00
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Reference: gotomyaccounts/Portal_Web_App#1