Notification when an invoice is paid

[a_gordon]

I am looking for a way to notify the "employee responsible" that an invoice has been paid - i.e. the money has arrived in our bank account.

I had a look in Workflows for business object Customer Invoice, but the "status: released" option is the closest trigger, and that just means we've released the invoice. What I am looking for is when the Clearing document has "status: completed" and/or the Payment Allocation document has "status: posted" that we can notify the "employee responsible" further down the Document Flow (either the one listed on the Sales Order, Project Invoice Request, or Invoice Request) that the customer has now paid the invoice.

Currently our staff have to manually check the document flow for each piece of work they are working on, depending on the payment terms. Sometimes it's payment in advance and on these occasions we don't want to start work until the money has arrived.

Is there a way to trigger this notification?

[HarshalVakil]

Hello,

with the standard fields available in the work flow rules, you will not be able to trigger the notification when invoices is created / Paid.

what you will need to do is create a new extension field ( May be a indicator) which will be selected when invoice is cleared with the payment ( based on the clearing status of the invoice or Open amount) and use this flag to trigger notification in the work flow rules configuration.

Regards,

Harsahl