Sage Accounting + Vism
Create Sage Accounting sales invoices for newly approved Vism jobs
With this template active, whenever a job status changes to approved in Vism, a Sage Accounting sales invoice will be created automatically.
With this template active, whenever a job status changes to approved in Vism, a Sage Accounting sales invoice will be created automatically.
- When this happens...Job Status Change to Approved
Triggers when a job is updated to Approved status.
- automatically do this!Create Sales Invoice
Creates a new sales invoice.
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New Job in Awaiting Resource Status
Triggers when a new job is created with Awaiting Resource status.
Try ItJob Status Change From Draft to Awaiting Resource
Triggers when a job is updated from Draft to Awaiting Resource status
Try ItNew Contact Payment
Triggers when a new contact payment is created.
Try ItNew Customer
Triggers when a new customer is created.
Try It
New Job With Draft Status
Triggers when a new job is created with Draft status
Try ItJob Status Change to Approved
Triggers when a job is updated to Approved status.
Try ItNew Purchase Invoice
Triggers when a new purchase invoice is created.
Try ItUpdated Customer
Triggers when an existing customer is updated.
Try It