Where I'm importing 10000's of closed invoices is there any way to create the corrosponding payment record at the same time so the invoices assume a status of closed?
DonkeyBot
08/01/2023, 2:33 PM
I figured it, scheduled workflow 'Transform Record'
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michoel
08/02/2023, 12:50 AM
You could also use Cash Sale instead
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Tim_Pedersen
08/03/2023, 8:10 PM
Using a cash sale would also have advantages if these invoices represent billings that happened in a past system. You could have a clear delineator for which billings were from NetSuite, and which were from the legacy system.