Wanting to bill a customer (recurring) using this ...
# generala
Ashlin
07/20/2022, 9:53 PMWanting to bill a customer (recurring) using this logic: Send invoice for $___ if tracked time is over 10 hours OR time since last invoice is greater than 30 days. Is this possible? Any tips?
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Suitestallion
07/21/2022, 3:05 AMYes, you should be able to do it with workflow
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Ashlin
07/21/2022, 3:01 PMOkay ill check out what my options are there, thanks!
Ashlin
07/21/2022, 5:00 PMCant seem to figure this one out. The workflow has to be based on time or transaction and it doesnt let me pull info from one or the other based on which I pick. Not very savvy with workflows so this ones throwing me for a loop.
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Suitestallion
07/21/2022, 5:09 PMYou can create a transaction saved search with condition you want
Suitestallion
07/21/2022, 5:10 PMYou can definitely do this via script but I was just saying to give it a shot with workflow, didn't mean to confuse you or go unnecessary extra mile
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