There's nothing better in business than closing a sale. The "Send Invoice" action helps you get your contact to the finish line by automating the sending process so payment collection is immediate.

How It Works

Navigate to the workflow builder and click the plus sign icon to select the "Send Invoice" action, which you can find under the Payments section.

Fields for Invoicing

Fill in the following fields to set up the invoice action.

  1. Action Name: Assign a descriptive name for the action here.
  2. From User: Select a teammate to act as the invoice sender.
  3. Invoice Template: Select the template you'd like to use from this drop-down menu.
  4. Payment Mode: Pick between Live or Test payment for your invoice.

Finally, select the communication channels you want to use to deliver the invoice from the drop-down. You can send it by email or text only, or maximise your chances of the invoice being received by sending it to both.

Once you've filled out the required fields, click "Save Action". You can then complete your workflow as desired. The workflow will use the template to send an invoice to the triggering contact, filling out any custom values with their information.