1) Exclude an invoice from being part of the workflow
- Assigning a workflow to a customer automatically assigns ALL invoices to that workflow
- You can now individually unassign invoices from workflows using the orange email dropdown button (see below video for more information)
2) Create billing contact using ERP custom field
- Not all contacts are stored in the default ERP field. NetSuite in particular only allows one email in the default contact field
- YayPay can now accommodate custom contact fields and create billing contacts out of those fields (see below video for more information)