How to Update Invoices Automatically in Dalfin Workflow 🧾🔄 скачать в хорошем качестве

How to Update Invoices Automatically in Dalfin Workflow 🧾🔄

Welcome to Dalfin! 🎉 In this video, we’ll guide you through configuring the Update Invoice Event in Dalfin’s Workflow to streamline your invoicing process. 🧾💼 What you’ll learn: Setting up a UI Trigger to initiate the workflow 🔧 Using the Update Invoice Event to update invoice details automatically 📊 Selecting the invoice record to update 📑 Configuring sender, customer name, email, invoice templates, payment methods, due dates, and more 🔄 Choosing from existing invoice templates created in Invoice Central 📂 Automating the invoicing process for efficiency and accuracy ⚡ This setup ensures your invoice records stay up to date and accurate in Dalfin. 🔄✨ 🔗 Dalfin Application: https://www.dalfin.ai 🔗 BrainTip AI: https://www.braintip.ai 💡Don't forget to like, subscribe, and hit the notification bell for more tutorials and updates. #Dalfin #WorkflowAutomation #UpdateInvoice #Invoicing #DataProcessing #Reporting #InvoiceManagement #DalfinWorkflow #Automation