When a proposal is accepted, the next logical step is to generate an invoice. With Automatic Invoice Creation, this process becomes seamless and hands-free. Instead of manually creating invoices, this ensures that an invoice is automatically generated based on the specifics of the accepted proposal, including all listed products, quantities, and prices. This streamlines your workflow, reduces the risk of errors, and saves valuable time.
Automatic Invoice Creation allows you to go from proposal acceptance to payment collection, delivering an efficient, accurate, and professional experience for both you and your clients.
Once a proposal is accepted by the client, Product Invoicing steps in to handle the rest. The system automatically pulls details from the proposal—including products, quantities, and prices—into an invoice, ensuring that every item and charge is accurately transferred.
To get started, Navigate to the Payments > Documents & Contracts > All Documents & Contracts section within our CRM.
Click on the “+ New” button, to create a New Document a detailed proposal, or an estimate tailored to your client's specific needs and requirements or you can click the Upload a PDF button to add an already-made proposal of your choice.
In the documents & contracts builder interface, click on the “+” Add elements icon, then drag and drop the Product List option to the page. You can add a product by clicking on the “+Add an item” button on the page.
NOTE: For automatic product Invoicing to work the product has to be a one-time offer. The system will use this information to auto-populate the invoice, so make sure each detail is accurate.
To add recipients navigate to the person icon on the top left corner, then in the Primary clients dropdown select the client you wish to send the proposal. You can add primary and secondary clients. NOTE: The invoice is shown only to the primary client.
To enable direct payment, click the dollar sign on the top left corner and toggle on “Enable Direct Payment”. This allows an invoice to be created automatically after the Primary client signs the proposal.
Add the signature field to the document by clicking the signature element on the page.
Once the Send button is clicked, a dropdown will show you whether to send via email or share the document via a link with the client on your preferred messaging platform.
Once your document is ready, and the “Send via Email” button is clicked, the CRM’s email tool sends it directly to the client. They’ll receive a professional email with a link to review and sign the document electronically.
On the client side, after they click on View Document, they can provide their electronic signature. This signature is essential—it’s the trigger that signals the system to prepare the invoice.
When signing, the Client can either Draw or Type their signature. Once they are done they can click on the Accept and Sign button to continue.
Once the client has signed, clicking Finish and Complete Payment takes them to the automatically generated invoice.
After the Primary client accepts and signs, the CRM automatically generates an invoice based on the proposal details. Clicking on the Pay button allows the client to pay for the invoice on the spot.
They can use their preferred payment gateway or insert their cards.
By using automatic invoice creation, you’re not just saving time—you’re enhancing your professionalism and ensuring accuracy with every transaction. This feature takes the busywork out of invoicing, letting you focus more on growing your business and less on the paperwork.
Q: What if the automatically generated invoice contains errors?
A: You can easily edit the invoice within our CRM before sending it to ensure all details are correct.
Q: Can I customize the invoice template?
A: Yes, our CRM allows for invoice template customization, enabling you to align the invoice's appearance with your brand identity.
Q: What happens if a client does not electronically sign the invoice or estimate?
A: The client's electronic signature triggers the automatic invoice generation. If this does not occur, you'll need to follow up with the client or manually initiate the invoice creation process.
