We’re eager to bring you another tool to streamline your transactions. We now offer automatic invoice creation once a proposal or estimate is signed. This means that immediately after your potential lead accepts your proposal or estimate on our platform, an invoice is generated automatically.
This swift process frees up your time, allowing you to focus on the tasks that truly matter. The generated invoice will mirror the line items, taxes, and discounts applied to the products listed in the original proposal/estimate.
You now have the chance to review the invoice directly, make any necessary edits, and then send it to your client for payment. This can all be managed via the View Invoice action located in the list view of finalized items.
The provision to create an invoice remains flexible, too. It’s worth noting that if there are no product line items tied to your proposal or estimate, an invoice will not be produced.
In cases where multiple product list items exist inside the document, a cumulative invoice detailing all line items and discounts associated will be created.
This change is part of our continued commitment to improving your operational processes. As always, we’re eager to hear your thoughts and encourage you to contact us with any feedback.
For information on other enhancements and the array of features provided, please visit our Product Updates section.
Check out our previous update on enhanced email reporting and more precise statistics, another development pursuing improved user experience.
