Create new vcita payments instantly when new payments occur in vcita
Streamline your financial processes with this efficient workflow. When a new payment is processed in vcita, it will prompt the system to instantly create a corresponding payment record. This seamless process removes manual data entry, reducing errors and saving time - making your financial management more organized and efficient.
Streamline your financial processes with this efficient workflow. When a new payment is processed in vcita, it will prompt the system to instantly create a corresponding payment record. This seamless process removes manual data entry, reducing errors and saving time - making your financial management more organized and efficient.
- When this happens...New Payment
Triggers when a new payment is created.
- automatically do this!Create Payment
Triggers when a new payment is created.
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New Appointment
Triggers when a new appointment is created.
Try ItCreated Invoice
Triggers when a new invoice is created
Try ItNew Payment
Triggers when a new payment is created.
Try ItAddressRequired
Allow Online Payment
Client IDRequired
CurrencyRequired
Due DateRequired
Invoice Number
Issued AtRequired
AmountRequired
Description
Discount
QuantityRequired
TitleRequired
Note
Send Email
Source Campaign
Source Channel
Source Name
Source URL
Staff ID
Status
Title
NameRequired
RateRequired
New Client
Triggers when new client is created.
Try ItNew Invoice
Triggers when a new invoice is issued.
Try ItAddress
Email Address
First NameRequired
Last Name
Phone Number
Source campaign
Source channel
Source name
Source Url
Staff ID
Status
Tags
Client IDRequired
Title
Message TextRequired
Message DirectionRequired
Communication Channel
Staff ID
