Businesses would be able to have an invoice created automatically after the potential lead accepts/signs the proposal/estimate. The generated invoice would be a replica of the line items, taxes, and discounts applied on the products list element inside the proposal/estimate. They will be able to directly review the invoice, make any edits if required, and send it to the client for payment using the View Invoice action in the Finalized list view.
An invoice will not be created if there are no product line items associated with the proposal/estimate. A cumulative invoice of all the line items and discounts associated with each element will be created in case multiple product list elements exist inside the document.
Automatic invoice creation
To get started, navigate to the Settings under the Document & Contract Section in the Payment category.
Product Invoicing
In the Product Involving section, toggle on settings to allow you to automatically send the invoice to the customer for payment after the document has been completed. Toggle off implies that the system will only create the invoice in draft state but will not send it to the customer for payment
