Automate Dynamic Invoices
C
Chad Kuntz
How powerful and cool would it be if you could automate a customized invoice. Pulling custom fields to automate an invoice with name, product, and price
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D
David Russell
I'm surprised this doesn't have more attention. It would be great to have price by dynamic. Right now I have 9 invoice templates. One for each inspection fee based on an RV Type. However, if I want to charge a custom fee (a one-off situation) there is no way for my normal automation to still generate an invoice. The price field for the invoice requires numbers. It needs to be dynamic so we could put {{ contact.rv_inspection_fee }} for the price and that be populated from the custom field for that contact.
B
Ben Jarosz
Its crazy this hasn't been planned yet. There is no way to automate front to back sending an invoice from an estimate. or in fact, make an estimate from a form...
My objective:
Team member goes to look at project, fills out form with info + price.
- info + price (custom fields) are copied to proposal (estimate) document
- info + price are copied to invoice
- customer pays deposit
R
Robert Diaz
CONVERT ESTIMATE TO INVOICE: I'm baffled that this option is not yet available! A manual "Convert to Invoice" is mandatory and an automatic workflow action "Convert Estimate to Invoice" is desperately needed. Currently you can create an Invoice from a Template but you cannot create an Invoice from an Approved Estimate. Please add this!
R
Robert Diaz
There should be an option to create a dynamic invoice from the estimate approved. Currently you can create from a template automatically but it needs to populate data from the estimate approved!
P
Parisa Marie
I have wanted this for SO LONG!