Hello,

I have this case, were sales person (from CRM / Zoho Finance) creates an estimates then converts it to an invoices. This sales person is not allowed to send the invoices, but the admin in books. However, the draft invoice should not be sent before the sales person tells to do so.

I'm wondering how the sales person could notify the books admin to send the invoice. Today it is done by phone (remote worker). I thought of a custom status, for example "to be sent", where only invoices with that status would trigger a mail or notification to the books admin.

The sales person would "trigger" the status from the CRM / Zoho finance. They have not access to books to make it easier for them.

How do you do ? do you see another way to do that.

Thanks !