Enhanced Invoice and Payments Triggers: Introducing “Amount Due” and “Amount Paid” Fields!

We’re excited to share that we have enhanced our product by extending the functionalities of our Invoice and Payments triggers. Now, we have added the new fields “Amount Due” and “Amount Paid” in the Custom Values section of these triggers.

This enhancement was made with an intent to provide our users more control while managing their invoices and payments. You can now easily access specific details about your invoices and payments without sifting through multiple documents or screens.

To access these values:

  1. For Invoices: Navigate to Custom ValuesInvoiceAmount Due or Amount Paid
  2. For Payments: Navigate to Custom ValuesPaymentsInvoiceAmount Due or Amount Paid

We provide visual assistance below to give you a sense of where the new fields are located:

Detailed view of where to locate new custom values
Another view showing field navigation

We believe this addition will greatly aid in your financial performance tracking and making well-informed business decisions.

As always, we appreciate your feedback and commitment to our products. Do reach out to us via our contact page if you have any questions or need further assistance.

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SMBcrm logo with intertwined blue and green design.

Introducing SMBcrm

We are thrilled to announce that SMBcrm has evolved!

We have embraced a new identity as SMBcrm, reflecting our enhanced commitment to provided tailored CRM solutions for small and medium-sized businesses.