Invoice Creation after Document/Contract is Signed
In this article, you will learn how an invoice is created automatically after the lead has accepted or signed the documents/contracts.
Once the lead has signed, an invoice will automatically be created. This will be a replica of the line items, taxes, and discounts applied on the products list element inside the documents/contracts.
To view the invoice:
- Go to the Completed tab under Documents and Contracts
- Click on the 3 dots next to the document or contracts
- Click on View Invoice
- You will be able to directly review the invoice, make any edits if required, and send it to the client.
Notes:
- An invoice will not be created if there are no product line items associated with the document/contract.
- In the case multiple product list elements exist inside the document, the invoice will include the cost of all the line items and discounts associated.
- If you want to automatically send the invoice after the customer has paid, without editing, you will need to turn off this option by going to Documents & Contracts, and to Settings. Then under Product Invoicing, turn on the option “Send Invoices automatically after document completion” and save.
