Invoices - Create invoice templates and automatically send an invoice in a workflow using Templates

Streamlining Invoicing with Templates and Workflow Automation

This feature empowers businesses to effortlessly manage their invoicing process by using customizable invoice templates and automated workflows.

Convert any invoice into a template with the
Templates can encompass business information, logos, invoice titles, product details, taxes, discounts, and terms.

You can find all your templates neatly listed under the Invoicing section on the Templates page.
Clicking on the three dots menu will allow you to perform quick actions like using a template for a one-time or recurring invoice, Modifying, renaming, or deleting templates at your convenience.

Seamlessly integrate templates into your workflows using the "Send Invoice" action.

Configure action names, select the sender details (From User), and choose a template from the list.

Address diverse scenarios such as sending invoices post-appointment bookings, status changes in opportunities, or the attachment of specific tags to a contact.

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

Was this article helpful?