Introducing Auto-Invoicing for Seamless Estimate to Invoice Transition

Streamline Your Invoicing Process with Auto-Invoicing Post Estimate Acceptance

Our latest feature update introduces a significant enhancement to your invoicing workflow by allowing automatic invoice generation once an estimate is accepted. This update not only increases efficiency but also improves the overall experience for your clients by simplifying the payment process.

Key Features

• Automatic Invoice Generation: Once an estimate is accepted, you can now set up your system to automatically send an invoice. This reduces manual input and speeds up the transaction process.
• Direct Payment Redirection: Enhance customer convenience by redirecting receivers directly to the invoice after they accept an estimate, enabling immediate payments without having to wait for an email.

How to Utilize Auto-Invoicing

1. Navigate to the Estimates Section:
   • Go to Payments -> Estimates or Estimate templates -> New estimate / New template

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     Payments Navigation

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     Estimate Template

2. Configure the Estimate:
   • Add the desired products.
   • Under additional options, select “Send Invoice” to enable this feature.
   • Optionally, select “Direct Payment” to redirect users to the invoice immediately.

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     Additional Options

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     Direct Payment Option

Why This Feature Matters

The integration of post-acceptance auto-invoicing drastically reduces administrative burdens and enhances automation within the billing process. By streamlining the transition from estimate to invoice, this tool not only saves time but also ensures a smooth client experience by facilitating prompt payments.

For more support on setting up and using this feature, visit our support page.

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