Help center

Help center

Go to Online Business Automator Support
All collectionsPaymentsDocuments, Contracts and Proposals Automatically send invoices for payment after document is completed

Automatically send invoices for payment after document is completed

Automatically send invoices for payment after document is completed


Automatically send invoices for payment after document is completed

  • Business users will now be able to auto-send an invoice for payment after the document has been completed by all participants.

  • The option to enable auto-sending invoices is available under the proposal and estimates settings under Product Invoicing

  • The toggle is turned off by default which means that the invoice will only be created and not sent to the customer for payment

  • This eliminates the need for any workflow to be configured for sending an invoice automatically for payment after document completion.

Screenshot 2023-12-20 at 12imageScreenshot 2023-12-20 at 12
Did this answer your question?
😞
😐
😁