Send Invoice After Contract Signed
An invoice may be automatically sent after the contract is sign. This must be turned on in the Contract Settings.
Within the Contract, add a Product List element.
Once the Contract is Signed the Invoice will be created and emails to the Primary Signer.
- This allows for a review of the invoice, make any edits if required, and send it to the client for payment using the View Invoice action in the Finalized list view
- The generated invoice would be a replica of the line items, taxes, and discounts applied on the products list element inside the proposal/estimate
A cumulative invoice of all the line items and discounts associated with each element will be created in case multiple product list elements exist inside the document
- Go to Documents & Contracts
- Click on the Gear
- Click on Product Invoicing and enable Send Invoicing
