You can configure workflows to act on specific payments in addition to the customer and invoices levels. This allows for more precise automation and control.
How it works:
In your workflow setup, toggle on Target specific Payments (ERP).
Define conditions by selecting from the available filters such as:
Payment (ERP): Amount, Amount remaining, Date paid, Overpayment, Payment currency, Payment source, Payment source ID, Prepayment, Status
Only transactions that meet the criteria will be selected for workflow actions.
You can always double check which transactions match the criteria if you go to view Customers that meet the criteria and toggle to “View Payments (ERP)”
This feature helps you tailor workflows to transaction-level data, ensuring that only the relevant payments or invoices are included.