How To Create an Invoice Automatically After a Document/Contract is Signed

An invoice is automatically created when a lead signs a Document or Contract. It copies the proposal's line items, taxes, and discounts.

Using the View Invoice option in the Finalized List view, you can check the invoice, make changes if needed, and send it to the client for payment. If there are no product line items, no invoice will be created. If there are multiple product lists, a combined invoice will show all the line items and discounts.

Automatic Invoice Creation

To get started, navigate to Settings under the Document & Contract > All Documents & Contracts Section in the Payment category.

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Product Invoicing

• Direct Payment: When Toggled On, users are taken straight to the invoice after signing a document or contract, cutting out the wait for an email before they can pay.
• Product Invoicing: This setting controls whether invoices tied to products in the document are sent automatically. When Toggled On, the invoice is generated and sent once the document is completed. If off, the invoice is still created but saved as a draft, giving you the option to review or send it manually later.