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Finalize an invoice

Finalize an invoice locks a draft invoice so it's ready for payment collection. Once finalized, the invoice can be sent to the customer or charged automatically.

How it works​

  1. The automation reaches the Finalize an invoice step with an invoice in scope
  2. The step changes the invoice status from draft to finalized
  3. The invoice is locked and ready for payment collection or sending
  4. The automation continues to the next step

Set up the action​

  1. Open the automation builder and add a new step
  2. Under Sales, select Finalize an invoice
  3. Configure the invoice selection as prompted

Outputs​

This action produces no outputs available to downstream steps.