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.