Effortlessly Link and Manage Invoices Within Your Opportunities

Invoices: Link Opportunities and View Them in the Payments Tab

We're thrilled to introduce a new feature that enhances how you manage invoices in relation to your opportunities. This update is designed to make the invoicing process more seamless, allowing you to link invoices directly to your opportunities and view them in the Payments tab.

What’s New?

Seamless Auto-Linking

Every invoice created from the Payments tab of an Opportunity (or similar workflow) will automatically be linked back to that Opportunity. This ensures you always know which deal each invoice belongs to, simplifying your billing process and enhancing transparency.

On-Screen Linking Option in Payments

When you're in the Payments tab, simply switch to Invoices and hit "Create Invoice." Check the "Link Opportunity" option and select the relevant deal before sending. This on-screen linking option ensures every invoice is associated with the correct opportunity.

Fully Automated via Workflows

Enhance efficiency by incorporating the Send Invoice action into any Opportunity-triggered workflow (e.g., Status or Stage change). The system will handle the creation, sending, and linking of invoices to the relevant Opportunity automatically.

How to Use

Creating Invoices via Opportunities

1. Open an Opportunity and navigate to Payments.
2. Go to the Actions menu and select "Create Invoice."
   
3. You'll be taken to the invoice screen where the Opportunity is already linked.
   

Creating Invoices via Invoices Tab

1. Within the Payments tab, choose Invoices from the dropdown and select "Create Invoice."
   
2. In the invoice builder, check "Link Opportunity," choose the deal, and then Save or Send.

Via Workflows

1. Construct a workflow triggered by an Opportunity event like a Status Changed or Stage Changed.
2. Add the Send Invoice action within your workflow.
3. When the workflow is initiated, the process of creating, sending, and linking the invoice is executed without additional input.

Viewing Invoices in Opportunity’s Payments Tab

Easily access your invoices directly from the Opportunity’s Payments tab.

Why We Built It

This enhancement was developed to streamline billing directly alongside your deal management. Now, you'll be able to issue, view, and track invoices more efficiently within the context of your opportunities, ensuring a smoother billing experience.

For any detailed questions or support on making the most of this feature, please contact us.

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