Set Invoice Status to "Sent" automatically

Dev_muenster

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Join Date: Jul 2025

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#1

Set Invoice Status to "Sent" automatically

Yesterday, 11:33 AM

Hi,

is a feature planned to automatically set the invoice status to "sent" if an Em-mail is sent via espo?

This would be very helpfull for the overview of open invoices and quaotes.

Thanks
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yuri

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Join Date: Mar 2014

Posts: 9179
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#2

Yesterday, 11:38 AM

Set Invoice Status to "Sent" automatically - EspoCRM Open Source Community Forum

https://forum.espocrm.com/forum/general/119628-set-invoice-status-to-sent-automatically

Hi all, since I'm not able to find a related topic, I'm creating a new one. It would make sense to automatically update the status of an invoice to "Sent" after e-mailing it via Espo. Does an feature exist regarding this issue? Or is it possible to create a workflow? Any help is greatly appreciated. Thanks!

If you find EspoCRM good, we would greatly appreciate if you could give the project a star on GitHub. We believe our work truly deserves more recognition. Thanks.
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