new
Invoicing
Estimates: Auto-Invoicing post acceptance
What's new?
- Users can now enable sending invoices post acceptance in estimates
- Additionally users can enable direct payments where receivers will be redirected to the invoice immedately after accepting the estimate
How to use?
- Go to Payments -> Estimates or Estimate templates -> New estimate / New template
- Add the products -> In additional options -> Select Send Invoice -> Select direct payment if you want to redirect user directly to an invoice than sending it in an email
Why we built this?
- To simplify automation of Invoices post estimate acceptance