To enhance your experience when managing opportunities, a dedicated Payments tab is available within each Opportunity. This provides easy access to create and send estimates and invoices directly from the opportunity. Additionally, you can view all transactions, including invoices and estimates, that are linked to the opportunity, all within the same section.

How to Send an Invoice/Estimate from an Opportunity #

Begin by navigating to the Opportunity section. Once there, open the specific opportunity you wish to work on.

Within the opportunity, locate and click on the Payments tab.

In the Payments tab, click on the Actions dropdown menu, and select Create Estimate/Invoice.

Upon selection, you will be redirected to the Invoice or Estimate page, where contact details will automatically be pre-populated for your convenience.

Add products, configure your tax and discount preferences, and adjust the additional invoice/estimate settings as needed.

Once you have done so, review and finalize the estimate or invoice, then click the Send button. After sending, you will be automatically redirected to the opportunity.

How to Link an Invoice or Estimate to an Opportunity #

When creating an Invoice or Estimate in the payments section, you can link it back to an opportunity, which can be viewed inside the opportunity card once sent. To do so, create your Invoice/Estimate as normal.

• Select the customer you’ll be sending the document to.
• Check the “Link Opportunity” box, then select the opportunity to connect.
• Complete your Invoice or Estimate as normal, then send it.

To view the Invoice/Estimate, navigate to the Opportunity Card and select the Payments tab. You can now view all transactions related to the opportunity, including the invoice/estimate creation date, transaction amount, type, and status. Furthermore, you can filter the list to view all the estimates, invoices, or transactions associated with the opportunity.

This streamlined workflow simplifies managing estimates and invoices directly within the context of a given opportunity, saving time and ensuring accurate record-keeping.

Frequently Asked Questions #

How do I send an invoice or estimate from an opportunity? #

Open the opportunity, click the Payments tab, use the Actions dropdown to select Create Estimate/Invoice, fill in the details, then review and click Send.

Where is the Payments tab located? #

The Payments tab is available within each individual opportunity in the Opportunities section.

Are contact details filled in automatically? #

Yes. When you create an estimate or invoice from an opportunity, the contact details are automatically pre-populated for your convenience.

How do I link an existing invoice or estimate to an opportunity? #

While creating the invoice or estimate in the payments section, select the customer, check the “Link Opportunity” box, choose the opportunity, then complete and send it.

Where can I view all transactions for an opportunity? #

Open the Opportunity Card and select the Payments tab to see all related transactions, including creation date, amount, type, and status.

Can I filter the transactions shown on an opportunity? #

Yes. You can filter the list to view all estimates, invoices, or transactions associated with the opportunity.