This is applicable to us because our accounting person is only part time.
When a new work365 invoice is created, she should know immediately so she can log in and manually charge their credit card. Invoices that are not “Due upon receipt” (credit card billing contracts) would not fall into this category.
Create a workflow that triggers on the creation of an invoice.
Set the conditional statement to check to see if this is a Work365 invoice by looking for any data in the Billing Contract field of the Invoice.
Set the next step to send an email to any user or contact in the system. The text of the email can be anything you want but it is nice to have a link to the invoice.
