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Invoice Specific Automations

Updated over a week ago

You can set automations for specific invoices.

To do this, go to the Finances > Invoices.

Find the invoice you want to edit the automations for and click the "Magnifying glass" icon for that invoice.

Once on the invoice, scroll down to the "Custom Automations" dropdown on the right. It is located under the "Invoice History" section:

Clicking the dropdown will open up the different automations that can be turned on or off for this invoice.

Note: These are automations for this invoice only

You can also see any automations that have already happened for that invoice at the bottom of the dropdown section.

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