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How can we improve the financials?

← Financials

Automate changing an invoice status

I am using an email automation to send an invoice link to our clients when an invoice is created. However, this does not update the invoice status to "sent". I would like the invoice status to update when an invoice link is sent to the client through automation.

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Drew Hoppenworth shared this idea  ·   ·  Report…  ·  Admin →
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Financials: Estimates & Invoices

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