Creating Invoice Templates And Automating Invoice Distribution Within A Workflow Using These Templates

Enhancing Invoice Efficiency with Custom Templates and Automation

This feature allows businesses to simplify invoice management through customizable templates and automated workflows, enabling a more seamless process.

Create Customizable Invoice Templates

Utilize the "Convert to Template" function to transform any invoice into a reusable template. Assign a relevant name for easy future reference. These templates can include company details, logos, invoice headings, product descriptions, taxes, discounts, and terms.

Managing Your Invoice Templates

Find all your stored templates under the Templates section of the Invoicing page. By clicking the three-dot menu next to each template, you can perform quick actions such as using it for one-time or recurring invoices, editing, renaming, or deleting them as needed.

Seamlessly Integrating Templates in Workflows

You can easily embed invoice templates into your automated workflows by selecting the "Send Invoice" action, ensuring an effortless connection between invoicing and other business processes.

Setting Up Automated Workflow Actions

Customize your workflow actions by assigning names, choosing the sender (From User), and selecting an invoice template from the provided list.

Diverse Applications for Automated Invoices

This feature supports various use cases, such as sending invoices after appointments, when opportunities shift status, or when certain tags are applied to contacts.

Note: Ensure the feature is enabled under sub-account settings in Labs to access templates in your workflows.