When a proposal is accepted, the next logical step is to generate an invoice. Automatic Invoice Creation makes this hands-free. Rather than creating invoices manually, the system generates one automatically based on the accepted proposal, including all listed products, quantities, and prices. This keeps your workflow tidy, reduces the risk of errors, and saves time.
Automatic Invoice Creation takes you from proposal acceptance straight to payment collection, giving both you and your clients an accurate, professional experience.
How Automatic Product Invoicing Works
Once a proposal is accepted by the client, Product Invoicing steps in to handle the rest. The system automatically pulls details from the proposal, including products, quantities, and prices, into an invoice, ensuring that every item and charge is accurately transferred.
Using Automatic Invoice Creation
To get started, navigate to the Payments > Documents & Contracts > All Documents & Contracts section in the CRM.
Click the + New button to create a new document, a detailed proposal, or an estimate tailored to your client's specific needs and requirements, or click the Upload a PDF button to upload an existing proposal.
In the documents & contracts builder interface, click the + Add elements icon, then drag and drop the Product List option onto the page. You can add a product by clicking the +Add an item button on the page.
📌 NOTE: For automatic product invoicing to work, the product must be a one-time offer. The system uses this information to auto-populate the invoice, so make sure each detail is accurate.
To add recipients, go to the person icon in the top-left corner, then select the client from the Primary clients dropdown. You can add primary and secondary clients. 📌 NOTE: The invoice is shown only to the primary client.
To enable direct payment, click the dollar sign icon in the top-left corner and toggle on Enable Direct Payment. This allows an invoice to be created automatically once the primary client signs the proposal.
Add the signature field to the document by clicking the signature element on the page.
Click Send and a dropdown will appear, letting you choose to send via email or share the document link via your preferred messaging platform.
Send To The Client For Review
Once your document is ready and you click Send via Email, the CRM sends it directly to the client. They'll receive an email with a link to review and sign the document electronically.
Client Signature and Acceptance
On the client side, after clicking View Document, they can provide their electronic signature. This signature is essential; it's what triggers the system to prepare the invoice.
When signing, the client can either draw or type their signature. Once done, they can click Accept and Sign to continue.
Once the client has signed, clicking Finish and Complete Payment takes them to the automatically generated invoice.
Automatically Generated Invoice
After the primary client accepts and signs, the CRM automatically generates an invoice based on the proposal details. Clicking Pay lets the client pay straight away.
They can use their preferred payment gateway or enter their card details.
By using automatic invoice creation, you're saving time and ensuring accuracy with every transaction. It takes the admin out of invoicing, so you can focus on growing your business rather than chasing paperwork.
Troubleshooting and FAQs
Q: What if the automatically generated invoice contains errors?
- A: You can edit the invoice in the CRM before sending it to make sure all details are correct.
Q: Can I customise the invoice template?
- A: Yes, the CRM lets you customise the invoice template so you can match the invoice's appearance to your brand identity.
Q: What happens if a client does not electronically sign the invoice or estimate?
- A: The client's electronic signature is what triggers automatic invoice generation. If they don't sign, you'll need to follow up with the client or create the invoice manually.