Businesses will now be able to configure the
Send Invoice
action inside the workflows to automatically send invoices based upon a trigger
Users will be able to make use of the templates created inside the invoice module to define the invoice details that need to go out to the customer. Turn the feature on in Labs under sub-account settings
Business users will be able to configure the action name, select the
From User
to define the sender details, and choose a template from one of the templates created inside invoices along with the payment mode.
The default/custom template configured inside the invoice settings will be used automatically to send the invoice from workflows as well
This fulfills a lot of use cases like sending an invoice after an appointment is booked, opportunity status is changed, tag is attached to a contact or any other trigger existing
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