What's better in business than completing a sale? To help you get your customer closer to the finish line and collect their payment, we have the “Send Invoice” Action. This lets you automate the sending process and make it immediate. Check it out with us!

How It Works

Navigate to the workflow builder and click the plus sign icon to select the “Send Invoice” action, which you can find under the Payments section.

Fields for Invoicing

In the designated areas, you must input essential information to send the Invoice.

1. Action Name: Assign a descriptive name for the action here.
2. From User: Select a teammate to serve as the invoice sender.
3. Invoice Template: Select the template you'd like to use from this drop-down menu.
4. Payment Mode: Pick between Live or Test payment for your invoice.

Finally, select the communication channels you want to use to deliver the invoice from the drop-down. You can send it by email or text only, or maximize your chances of the invoice being received by sending it to both.

Once you've completed filling out the required fields, click “Save Action". Now, you can complete your workflow as desired. The workflow will use the template to send an Invoice to the triggering contact, filling out any custom values with their information.