Paid invoices now show as paid on the workspace
The Invoices section of a lead’s workspace now tells you who has paid.
What changes for you
- The Paid label can be read. It used to be drawn white on white, so a paid invoice looked as if it had no status. It is now green on the workspace and in Finances → Invoices.
- CSMs and SDMs see a payment on the workspace as soon as the customer records it. That holds whether the customer pays from Finances → Invoices or from the workspace. Before, a payment made from Finances could leave the workspace showing “Awaiting payment”.
- An invoice approved, rejected or disputed from Finances → Invoice approvals, or raised by the expert, shows its new status on the workspace the next time it loads.
- Billed and Paid at the top of the section always agree with the rows below them.
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