CategoryInvoices & Payments • Workflows ProblemOperations teams need to automate common invoice corrections and follow‑ups without manual editing. Today, many invoice fields are read‑only in workflows (e.g., status, due date, totals/line items/currency), which prevents time‑saving automations and creates operational overhead. ProposalAdd supported, auditable workflow actions for the Invoice object: Update non-financial fields: Due date, Memo/Notes, PO Number, Custom properties. Transition status with safeguards: Draft → Sent → Open → Past due → Paid (with granular permissions and logging). Post financial adjustments safely: Create a credit memo or clone‑and‑void pattern via workflow (no direct edits to totals/line items), preserving audit trail. Add “Resend invoice” and “Send payment reminder” actions with templated emails. Admin controls: per‑portal toggles, permission scopes, and activity logs for compliance. Use cases Auto‑extend due date when a renewal is pushed. Mark invoices as Past due and trigger dunning sequence when payment fails. Append internal memo with payment attempt context. Auto‑generate credit memo and notify owner when a discount is approved in a Deal. Why this matters Reduces manual edits and errors. Preserves auditability while enabling automation. Aligns invoices with existing Deal/Subscription automation patterns. Alternatives tried Custom properties + notifications (doesn’t change invoice behavior). Manual edits in the invoice editor or accounting system (slow, error‑prone). Third‑party tools/webhooks (adds complexity and cost). Success metrics % reduction in manual invoice edits. Time‑to‑resolution for invoice corrections. Fewer sync errors to accounting systems.
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