automation

How do I create a trigger for an invoice where the criteria is “Status” and the corresponding value is “Paid”?

While creating a workflow rule, under Filter the Triggers section, select Status in the first field, is in the second field and select Paid in the third field.

Trigger

Was this document helpful?
Yes
No
Thank you for your feedback!
Want a feature?
Suggest


Switch to smart accounting software. Switch to Zoho Books.   Start my free 14-day trial