What’s New?
Seamless Auto-Linking:
Every invoice you create from an Opportunity’s Payments tab (or via workflow) is instantly and automatically linked back to that Opportunity—so you always know which deal it belongs to.On-Screen Linking Option in Payments:
In the Payments tab, switch to Invoices and hit Create invoice. Simply check Link Opportunity and select the deal before sending.Fully Automated via Workflows
: Drop a Send Invoice action into any Opportunity-triggered workflow (e.g. Status or Stage change). The system will create, send, and link the invoice to that Opportunity automatically.How to Use
Via Opportunities
- Open an Opportunity → select Payments → Actions menu → Create invoice
- You’ll land on the invoice screen with the Opportunity already linked.
Via Invoices
- Inside the Payments tab, choose Invoices from the dropdown → Create invoice.
- In the invoice builder, check Link Opportunity, pick the deal, then Save or Send.
Via Workflows
- Build a workflow triggered by an Opportunity event (e.g. Status Changed, Stage Changed).
- Add the Send Invoice action.
- When the workflow runs, the invoice is created, sent, and linked—no extra steps needed.
View your invoices in the Opportunity’s Payments tab.
Why We Built It
- To streamline billing right alongside your deals—so you can issue, view, and track all your invoices using opportunities