Automatically generate draft invoice via workflow
complete
J
Jono Catliff
Having the ability to use workflows to create a draft invoices with custom line items and quantities.
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Canny AI
Merged in a post:
Create Draft Invoice in workflow
D
Devon Angle
The ability to create a draft invoice inside a workflow. The purpose for this is so we can tie the invoice ID number to a Specific set of custom fields. This would make it so that when Invoice ID gets sent or paid, the Custom Fields associated with Invoice ID number get updated. This would be handy for customers that get multiple invoices for various projects at once. The home service industry as an example.
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Sales & Marketing
complete
This is now live - https://ideas.gohighlevel.com/changelog/send-invoices-automatically-inside-a-workflow
Turn on creating invoice templates in Labs necessary for this - https://ideas.gohighlevel.com/changelog/create-invoice-templates-for-consistency-and-automation-available-in-labs
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Sales & Marketing
in progress
O
Ori Gross
Sales & Marketing Are we able to also to send that draft in an email or text to a customer?
C
Carlos Smith
This would be a gamechanger - hope we get this soon!
A
Alyssa Runner Peeples
This would be amazing.
J
Jeff Cruz
Are there any updates?
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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.
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Sales & Marketing
Dan Page: What do we mean by custom values associated with a contact? Will help to plan better here
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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.
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Samuel Ross
Sales & Marketing: It would be nice if we could take a selection they put in a form, and create a draft invoice from that selection, and trigger it as well when we click task completed
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Nicole Anderson
Yes please! This would make life so much easier!
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Sales & Marketing
Merged in a post:
Please allow creation of invoices from automation
K
Ken Germann
Please allow the creation of invoices from automation. I'd like an invoice to be created once they complete the payment page and send out the invoice to the client.
HIGHLVL-I-6634
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