106
Automatically generate draft invoice via workflow
planned
S
Sales & Marketing
planned
D
Dan Page
I also second this. HUGE feature that could be awesome especially with Stripe. Ability to create an invoice total based on custom values associated with a contact would be AMAZING.
S
Sales & Marketing
Dan Page: What do we mean by custom values associated with a contact? Will help to plan better here
D
Dan Page
Sales & Marketing: This would be if a customer has a custom value associated with the contact, we can pull that into the invoice either total, product, or in the memo of the invoice.
N
Nicole Anderson
Yes please! This would make life so much easier!
S
Sales & Marketing
S
Sales & Marketing
Merged in a post:
TRIGGER: Send automated invoices from GHL through stripe
A
Angel Castillo
Currently My client gets on tons of sales calls with people inside his location GHL database. These usually come from either texting the twillio number or one of the funnels. He gets on calls with those hot leads and then has to manually send invoices to the people that say yes over the phone. This is very time consuming. There should be a way where either through a pipeline stage change or adding a tag for GHL to send an automated invoice to that specific lead
HIGHLVL-I-2348
S
Sales & Marketing
upcoming
S
Sales & Marketing
A
Abraham Shalam
Yes, I need this asap
S
Sales & Marketing
under review
A
Adam Wills
This is imperative for all of my clients in my niche!
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