Automatically mark invoices as paid
We only use Zoho Invoice for receipts; ie only after the order has been created and paid for. This means that we have to manually mark each invoice as paid and put a date on it, after typing it out and creating it. These extra steps take a lot of time and sometimes get missed out (as they are not necessary), which can cause problems with reports later.
It would be great if we could automatically mark invoices as paid when they are created. This could be done with a Workflow Rule, but at the moment there is no 'action' available to change the status of an invoice in this way. If you could allow this option as a Field Update, then it would be very helpful.
Hi there,
We understand that you want to mark invoices as paid automatically once they are created. This can be achieved through custom functions, and our team can actually help setting this up for you.
Kindly drop an email to support[at]zohoinvoice[dot]com so that we can assist you on this.
Regards,
Reshma