"update or add invoices in Billit when new invoices are sent in Harvest"
Keep your invoicing process smooth and straightforward with this workflow. When an invoice is sent in Harvest, it prompts an update or creates a new invoice in Billit, ensuring your records are always accurate and up-to-date. This automation helps manage your invoicing, allowing you to focus on more critical parts of your business.
Keep your invoicing process smooth and straightforward with this workflow. When an invoice is sent in Harvest, it prompts an update or creates a new invoice in Billit, ensuring your records are always accurate and up-to-date. This automation helps manage your invoicing, allowing you to focus on more critical parts of your business.
- When this happens...Invoice Sent
Triggers when an invoice is sent or marked as sent.
- automatically do this!Update or Add Invoice
This Action will update a existing invoice or create a new one.
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