Create a workflow based on Invoice or other transaction types

Enhancement Voting
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Name of Feature/Request: Create workflows based on Invoices + other Transaction types

What financial, time savings, or quality of life improvements will occur with this: Currently there is no way to automate any emails that could be sent out as a means of reminding / notifying about any transactions in Striven. This is especially important for Invoices as sending a reminder that an invoice needs payment is something that a lot of Striven users would like to automate. Past due invoices an be emailed manually via the collections module, but this is often time consuming and can be missed if not checked regularly. Having the option to initiate a workflow that will automatically send an email once an invoice is past due will save a lot of time.

Attempted solutions so far: Collections module, manually sending emails or using the Customers dataset to send an email if they have an open balance (This is ANY open balance, and will not pertain to a specific invoice)

Digging deep - Any additional Why behind this request / How was this accomplished before Striven:

1 Answer

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@chriscrest I have created a new enhancement request for the ability to create a workflow based on Invoices as well as other transaction types. Please let me know if you would like me to add anything or any other requests you might have!