Managing invoices doesn’t have to be complicated. With customizable invoice templates and automated workflows, your business can easily stay on top of invoicing while saving time.
Instead of manually creating invoices each time, you can convert any invoice into a reusable template. Here’s how:
To convert an Invoice to a template, go to the payments tab. Hover on the Invoices & Estimates and click All Invoices.
You can turn an invoice into a template by simply selecting the "Convert to Template" option on an already existing invoice. Give your template a clear, relevant name so you can find it easily later.
The template can include all essential details such as business info, logos, product details, taxes, discounts, and payment terms.
You can find all your saved templates under the Invoices & Estimates section on the Templates page. From here, you have full control over each template. By clicking the three dots next to a template, you can:
Rename it for clarity.
Modify the template if details need updating.
Use it for a one-time or recurring invoice.
Delete any templates that are no longer in use.
You can integrate these templates into automated workflows. This means invoices can be sent automatically based on certain actions or triggers.
Start by navigating to the Automation tab on the left-hand sidebar. From there, select Workflows and click + Create Workflow to begin setting up a new process. You can either choose from a pre-built recipe or build a workflow from scratch, depending on your needs.
In the workflow-building process, select the "Send Invoice" action to add automatic invoicing to your process.
Select the sender’s details (who the invoice will come from). Pick your preferred invoice template from your saved templates. Once configured, be sure to save your action.
This feature allows you to automate invoicing for various cases and scenarios. Here are some examples:
Automatically send invoices after a client books an appointment.
Trigger an invoice when there’s a status change in an opportunity, such as moving from "proposal" to "contract signed."
Attach invoices to specific actions, like when a new tag is added to a contact in your CRM.
By using custom invoice templates and automating them through workflows, you can save time and stay organized while focusing on what truly matters—growing your business.
