Automation for partial payments
under review
A
Abby McDowell
Merged in a post:
NEW AUTOMATION OPTION FOR PAYMENTS
E
Eloy Cano - Customer Service
Can a new trigger be added in the dropdown list for "If This Happens" that would allow for "If a quote/invoice has any payment made"?
There is currently only an option if the invoice is paid in full.
Sometimes when you have to notate the Payment field, and then look at the Payments tab, it will cut off after so many characters.
I figure this may be a simplistic way to avoid having to extend the number of characters displayed if we can choose the new suggested option then couple it with the "Then Do This" effect "Send email or text message to ____"
A
Abby McDowell
Merged in a post:
AUTOMATION WHEN DEPOSIT IS PAID
G
Gabriel Flores
When an order is approved an automatic deposit request is sent, but once that deposit is paid we have to manually change the status to READY TO ORDER. When the deposit is paid the automation should move that order to the next status (READY TO ORDER). Which then in turn would auto fill the power scheduler...
Yona Gidalevitz
under review
Great suggestion! Will update if we build this out!
E
Ethan Wiens
Our workflow (and statuses) are slightly different, however, we have the same automation issue when deposits are paid. Would be nice for this fix to be implemented.
J
Jesus Lopez
We have an automation that moves our invoice status to “Pre-Production” once a deposit is paid in full. “Pre-Production” is the trigger for adding a job to the Power Scheduler in our system. So I believe you can do exactly what you’re describing, unless I’m misunderstanding.
G
Gabriel Flores
Jesus Lopez: but we don’t take full payments. Our deposits are a percentage of the full amount. I don’t think there is an option for automation with a partial payment.