An invoice is automatically created when a potential lead signs a Document or Contract. This invoice copies the proposal’s line items, taxes, and discounts.

Using the View Invoice option in the Finalized List view, you can easily check the invoice, make changes if needed, and send it to the client for payment. If there are no product line items, no invoice will be made. If there are multiple product lists, a combined invoice will show all the line items and discounts.

Automatic Invoice Creation #

To get started, navigate to Settings under the Documents & Contracts > All Documents & Contracts section in the Payments category.

Product Invoicing #

• Direct Payment: When toggled on, users are redirected to the invoice immediately after signing a document or contract. This reduces the wait time for them to receive an invoice in their email and then complete the payment.
• Product Invoicing: This option determines whether invoices tied to products in the document are sent automatically. When toggled on, the system automatically generates and sends the invoice after the document is completed. If off, the invoice is still created but saved as a draft, giving you the option to review or manually send it later for more control over the invoicing process.

Frequently Asked Questions #

When is an invoice created automatically? #

An invoice is automatically created the moment a lead signs a document or contract, copying the proposal’s line items, taxes, and discounts.

What happens if my document has no product line items? #

If there are no product line items in the document, no invoice will be generated.

How are multiple product lists handled? #

If a document contains multiple product lists, the system creates a single combined invoice that displays all the line items and discounts together.

Where do I enable automatic invoicing? #

Go to Settings under Documents & Contracts > All Documents & Contracts in the Payments category, then configure the Product Invoicing options.

What is the difference between Direct Payment and Product Invoicing? #

Direct Payment redirects the customer to the invoice immediately after signing for faster payment. Product Invoicing controls whether the product-based invoice is sent automatically or saved as a draft for your review.

Can I review an invoice before it is sent to the client? #

Yes. If Product Invoicing is toggled off, the invoice is saved as a draft so you can review or edit it and send it manually. You can also use the View Invoice option in the Finalized List view at any time.