What’s better in business than completing a sale? To help you get your customer closer to the finish line and collect their payment, we have the “Send Invoice” action. This lets you automate the sending process and make it immediate. Check it out with us!
How It Works #
Navigate to the workflow builder and click the plus sign icon to select the “Send Invoice” action, which you can find under the Payments section.
Fields for Invoicing #
In the designated areas, you must input essential information to send the invoice:
- Action Name: Assign a descriptive name for the action here.
- From User: Select a teammate to serve as the invoice sender.
- Invoice Template: Select the template you’d like to use from this drop-down menu.
- Payment Mode: Pick between Live or Test payment for your invoice.
Finally, select the communication channels you want to use to deliver the invoice from the drop-down. You can send it by email or text only, or maximize the chance of it being received by sending it to both.
Once you’ve completed filling out the required fields, click “Save Action.” Now, you can complete your workflow as desired. The workflow will use the template to send an invoice to the triggering contact, filling out any custom values with their information.
Frequently Asked Questions #
What does the Send Invoice action do? #
It automatically sends an invoice to the triggering contact as part of a workflow, helping you collect payment without manual effort.
Where do I find the Send Invoice action? #
In the workflow builder, click the plus sign icon and select Send Invoice from under the Payments section.
What information do I need to provide? #
You set an Action Name, a From User to act as sender, an Invoice Template, and a Payment Mode (Live or Test).
What is the difference between Live and Test payment mode? #
Live mode processes real payments, while Test mode lets you trial the invoice flow without charging the customer.
Which channels can I use to deliver the invoice? #
You can send it by email or text only, or send it to both to maximize the chance of it being received.
How are invoice details personalized? #
The workflow uses the selected template and fills out any custom values with the triggering contact’s information.
