Automating Invoice Generation Upon Proposal/Estimate Approval

Once a potential lead accepts or signs a proposal or estimate, businesses can have an invoice automatically generated. This invoice will mirror the details of the proposal or estimate, including all line items, taxes, and discounts applied to the product list. Users can then review the invoice, make any necessary changes, and send it to the client for payment using the "View Invoice" feature in the Finalized list view. However, if the proposal or estimate lacks any product line items, no invoice will be created. For documents with multiple product list sections, a combined invoice covering all the line items and discounts will be generated.

Enabling Automatic Invoice Generation

To start setting up automatic invoice creation, go to the "Settings" in the Payment category under the "Document & Contract" section.

Product Invoicing Settings

In the "Product Invoicing" section, you can toggle on the setting to automatically send the invoice to the customer for payment once the document is finalized. If toggled off, the invoice will only be generated in draft form, requiring manual approval before being sent to the client.