We are beyond thrilled to bring you a feature that many businesses have been eagerly awaiting — Automated Invoicing within the workflows. This feature is designed to help businesses automatically send invoices based on a specific trigger event.
With this, you'll be able to utilize templates created within the invoice module to define the invoice details that are sent out to customers. This feature can be activated from your Account Settings.
The 'Send Invoice' action allows businesses to effortlessly organize essential information by defining the action name, sender details through the From User option, and choosing a template from the existing ones created inside invoices. This coupled with the choice of the payment mode simplifies the billing process, making it another worry off your list.
Moreover, whether it is the default or a custom template defined within the invoice settings, they will be used to dispatch the invoice from workflows, adding another level of ease and convenience.
You now have the power to fulfill numerous use cases such as sending an invoice post booking an appointment, changing an opportunity status, attaching a tag to a contact, or any other existing trigger.
Automated invoicing using our newly introduced feature will streamline your business’s billing operations and contribute to the efficiency of your workflows.
In case you missed it, don't forget to check our last feature update on Elevating User Experience through Hosted Video Scroll. Stay tuned for more updates and features that aim to make your experience with us increasingly productive!
