Zoho Invoice Follow-up Automation with help of "Workflow"?
Hey Zoho Team,
Can you help us how can we create a work flow for Zoho Invoice Follow-up.
1. Can we create a Workflow for Overdue Invoice Payment reminder to our client?
2. Can we add multiple Invoice in one reminder email sent to our client with the help of "Workflow" & "Automation"?
3. Can we exclude any particular client from the follow-up loop reminder from the on-going loop that has been set for everybody?
Can anyone help us out in setting up the workflow?