Invoice Creation Automation

Key Advantages of Automated Invoice Creation

Streamlined Operations: Automatically transform approved proposals or estimates into invoices, significantly cutting down on manual tasks and boosting time efficiency.
Elevated Professional Image: Provides a smooth transition from proposals to invoices, enhancing the client experience and reinforcing the professionalism of your business.
Error-Free Invoicing: By automating the process, manual errors are eliminated, ensuring each invoice is accurate and reliable.

Detailed Walkthrough for Using Automated Invoice Creation

Step 1: Generate a Proposal or Estimate
Access the Payments > Documents/Contracts section in your CRM.

Prepare a detailed proposal or estimate tailored to your client’s specific requirements.

Step 2: Send the Document to the Client
Use the CRM's email feature to send the proposal or estimate directly to the client.
The client will receive a professional-looking email containing a link to view and digitally sign the document.

Step 3: Client Approval and Digital Signature
The client reviews the document and signs it electronically. The CRM automatically logs this acceptance and triggers the next step.

Step 4: Automatic Invoice Creation
Following client approval, the system instantly generates an invoice based on the details of the signed proposal or estimate. The invoice will be complete with all necessary details, ready for you to review.

Step 5: Finalize and Send the Invoice
Take a moment to review the invoice to ensure accuracy. After confirmation, you can send the invoice to the client with a single click.

Common Issues and Frequently Asked Questions

What if there are mistakes in the auto-generated invoice?
You can edit the invoice within the CRM before sending it to ensure all details are correct.

Can I modify the appearance of the invoice?
Yes, the CRM provides options to customize the invoice template, allowing you to match it with your brand’s design.

What if the client doesn't sign the proposal?
Automatic invoice generation depends on the client's digital signature. If the client doesn't sign, you'll need to follow up or manually create the invoice.