Invoices

One effective method to make your website or funnel visually appealing is by introducing depth and motion through the use of shadows. Shadows add a sense of dimension to your page, emphasizing key elements, indicating interactivity, and distinguishing different sections from each other. Accessing Advanced Settings on Your Page To apply shadows, start by selecting an element on your page and navigate to the "Advanced" settings. Types of Shadows You Can Apply Based on the type of element, you have two shadow options: 1. Box Shadow: This applies a shadow around the entire element, much like a border. It is versatile and works with all types of elements, including videos and images. 2. Text Shadow: This shadow is applied only to the text within the chosen element. For example, applying a text shadow to a button will affect both the main text and any subtext on the button. How to Apply Shadows To begin adding a shadow, click the "+" icon and then choose the shadow box to customize further. When customizing shadows, you have the option to select between: Outer Shadow: Creates an effect where the element appears elevated. Inner Shadow: Gives the impression that the element is recessed or sinking. Customizing Shadow Properties X and Y Axes: These control the positioning and size of the shadow. The X-axis adjusts the horizontal placement, while the Y-axis adjusts the vertical placement. Blur: Adjusts the softness or sharpness of the shadow. Spread: Changes the overall size of the shadow, either expanding or contracting it. Color: You can customize the shadow's color to align with your brand's color palette, ensuring consistency in your design. If you'd like to apply multiple shadows to the same element, you can do so by clicking the "+" icon again. These customization options are available for both Box and Text Shadows. However, keep in mind that text shadows are limited to outer shadows only. By incorporating shadows into your funnel or website design, you create a visual hierarchy, introduce movement, and add realism, all of which can significantly enhance user engagement and drive traffic to your site.

A practical way to manage subscription charges or regularly purchased products is through recurring invoices. These invoices simplify the process by automating payments and maintaining a clear payment history. Often, on the initial purchase, you might need to apply an additional fee to cover startup costs, insurance, or account creation for the customer. This extra charge is referred to as a setup fee, and it can be seamlessly incorporated into your invoices for better tracking. Steps to Include a Setup Fee 1. First, go to the Products section in your Payments area and click on Create Product. 2. Fill in the required details, then move to the Pricing section and choose "recurring" as the price type. 3. Enter the recurring price that will be charged to your customer regularly 4. Add the setup fee, which will appear on the first invoice but not on future ones. 5. Once you’ve completed setting up the product, save the information. Next, head to the Invoices section, click +New, and select Recurring Template. 6. Create your invoice as usual, and be sure to include the product with the setup fee. 7. You will now see both the product price and the setup fee on the invoice. After the first payment, only the recurring charge will remain on future invoices. That’s all there is to it! With these steps, you can now effortlessly add setup fees to your recurring invoices, ensuring that all charges are conveniently managed in one place.

Handling payment reminders for clients can often feel like a repetitive and time-draining task. But what if you could automate this process? With Invoice Reminders, you can set it up once and let it run automatically. Your clients will receive regular email or SMS notifications, helping them remember to settle their payments. This keeps your cash flow steady and gives you more time to focus on other important aspects of your business. Steps to Configure Invoice Reminders 1. Navigating to Invoice Reminders:  To begin, head to the Payments section. Once there, select the Invoices tab and click on the gear icon to enter the settings menu. 2. Customizing Your Reminder Settings:  Inside the settings, locate the Reminder Configuration section where you can set up your payment reminders. 3. Creating a Reminder Name:  The first step is to assign a name to your reminder so that it can be easily recognized within your system. 4. Selecting a Messaging Template:  Choose from existing templates for your email or SMS reminders, or create a custom one by selecting Preview. The subject of the email will be used as the title when sending out reminders. 5. Defining Frequency and Limitations:  Determine how often the reminders will be sent by setting the Reminder Interval (1) and the Maximum Reminder Count (2) to control how many reminders are sent. 6. Adding Extra Reminders:  If you need to create additional reminders, click on Add New Reminder and repeat the process. Once satisfied, remember to hit Save to store your settings. 7. Managing or Deleting Reminders:  To remove a reminder, click the trash icon. Alternatively, if you want to pause or disable a reminder, toggle the switch off. There is a default Invoice Reminder that can only be disabled, not deleted. How Reminders Are Triggered Once set up, these reminders are sent to clients who have pending or unpaid invoices, including recurring ones, that do not have autopay or a payment schedule in place. Why Opt for Invoice Reminders Instead of Workflow Automation? If you’ve previously used workflows to send reminders, this feature offers a more user-friendly solution.  Invoice Reminders are simpler to manage, requiring just a toggle to enable or disable them. While workflows may offer more customization, this feature is quick to set up. However, it does come with a limitation—you can’t send reminders indefinitely or to multiple numbers.

Automating Recurring Invoices Recurring invoices can be set up in advance, allowing businesses to automatically bill customers who subscribe to ongoing services or products. Known as recurring billing, this method allows customers to make payments automatically without needing to input their payment details every time. This feature is particularly helpful for businesses that offer subscription-based services, enabling the timely delivery of invoices (such as monthly) for upcoming payments. This section helps you efficiently automate and manage these recurring invoices. We recommend using Stripe Connect for automated payments. If you prefer not to use Stripe, manual payment entries will be required. Finding Specific Templates This search function allows you to quickly locate templates by entering details such as client names or business names. The system will retrieve all relevant results matching your criteria, helping you find the necessary templates and improving your workflow efficiency. Complete List of Templates The Template Dashboard displays all recurring templates you’ve created, offering a comprehensive view. Here’s a breakdown of what’s included: Template Title: The designated name of each recurring template. Client Info: Contact details of the customer receiving the invoice. Last Issued Date: Indicates the most recent date the invoice was sent out. Invoice Frequency: How often the invoice is generated (e.g., weekly, monthly). Invoice Amount: The total amount for the recurring invoice. Current Status: Shows whether the invoice is drafted, scheduled, or already sent. Template Management Tools The Action Menu provides options for handling each template: View Details: Displays the complete invoice template information. End Invoice: Terminates the selected recurring invoice. Delete Template: Removes the template from the system. Duplicate Template: Creates a copy of the invoice template for reuse. Understanding Invoice Status The Invoice Overview panel shows the current status of each invoice: Sent: The invoice was successfully delivered to the client. Outstanding: The invoice remains unpaid despite being sent. Completed: The customer has paid the invoice. Failed to Send: An error occurred, requiring you to resend the invoice. Setting Up a Recurring Invoice To create a recurring invoice: Navigate to the Payments section and select the "Invoices" tab. Click "New Recurring Template" from the Recurring Templates page. This will take you to the Template Editor, where you can customize the new invoice template to meet your needs. Customizing Recurring Invoices In the Template Editor, you can: Rename the Template to assign a unique, recognizable title. Adjust the Invoice Frequency, choosing daily, weekly, monthly, or yearly intervals for invoice generation. Other options include selecting start and end dates, scheduling advance notices, and adding taxes or discounts.

Automated payments within recurring templates allow you to receive payments seamlessly without waiting for the customer to manually settle their invoice. This feature automatically debits the invoice amount from the customer’s credit card on the due date. Payment Methods for Auto-Deductions You can specify which card to use for automatic payments, offering flexibility in the recurring template settings: Customer’s Card: This option uses the same card that the customer used for their initial payment within the recurring template to automatically pay future invoices. Saved Card: If the customer has stored card information, that card can be used to process the payment for every subsequent invoice in the template. New Card: New credit card details can be entered to charge the customer, which will then be applied for all future invoices in the recurring cycle. Enabling Automatic Payments for Clients Auto payments can be activated when setting up a recurring template. Here's an example of how it works: Customer Card Explanation When you select the customer’s card option, the recurring template charges the same card the customer used for their first payment. The automatic payment will begin with the next invoice after the initial payment. For instance, if the customer pays the fourth invoice after missing the first three, auto payments will start with the fifth invoice, provided the template continues. Auto Payment Notifications Both the location user and the customer will be notified via email when an auto payment is successful or fails. Additionally, the customer will be alerted before any charge is made, with a notification sent a predefined number of days in advance, as set in the recurring template. If a child invoice is altered before the auto payment is deducted, the system will halt the automatic charge. The user will be notified, and they must share the updated invoice with the customer to ensure payment. Here is a quick reference for auto-payment notifications: Scenario Recipient Auto payment failure Sender/Receiver Invoice payment success Sender/Receiver Auto-payment information Receiver Child invoice updated Receiver Handling Failed Auto Payments When an auto-payment attempt fails, both the customer and the invoice sender will be notified. The customer may update their card and attempt to pay again. If this is successful, the new card will be used for all future recurring payments. If the payment fails, the system will automatically retry twice, with a 24-hour interval between attempts. If the payment remains unsuccessful after these retries, no further automatic attempts will be made, and the customer will need to pay manually. Auto Payment Retry Attempts In case of a failure, the system will attempt to process the payment two more times, each attempt occurring 24 hours after the previous one. After these retries, if the payment remains unprocessed, the customer must manually pay the invoice. Charging Saved Cards Automatically When a saved card is selected, the invoice amount is automatically deducted from that card starting from the first invoice of the recurring template. If the charge cannot be processed, both the location user and the customer will be notified. The saved card will not be authorized if there are issues during the scheduling process. Charging with a New Card You can input new card details for the customer, which will be used for recurring payments. This method starts with the first invoice, and any issues with processing will trigger notifications for both the location user and the customer. New cards are authorized with a minimum charge and will be saved for future payments in the recurring template. How to Disable Auto Payments To stop auto payments on an active recurring template, go to the invoice builder and select the "Manage Auto Payments" option: This will open a window where you can toggle the auto-payment setting off, stopping future automated charges. Turning on Auto Payments for an Ongoing Template You can enable auto payments even after a recurring template has started. Access the "Manage Auto Payments" option from the builder. This will open a settings window where you can activate the toggle and choose between the customer’s card, a saved card, or a new card for automatic payment processing.

Handling business transactions often involves sending invoices to clients. Traditionally, this means entering client and item details and dispatching the invoice. However, there are several enhancements you can implement to simplify the payment process for both you and your clients. This guide will walk you through setting up these features. Setting Up Invoice Payment Features 1. Access Invoice Settings Begin by navigating to the Invoices section within the Payments area. Click on the gear icon to open your settings menu.  2. Modify Payment Settings Within the Invoice Settings, proceed to the Payments Settings section. Here, you can adjust three key settings to streamline invoice payments.  Invoice Due Date Set a default due date for your invoices. This is useful if you have a standard or legally required payment timeframe. While the due date can be adjusted per invoice, setting a default saves you from entering it repeatedly.  Partial Payments Enable partial payments to allow clients to pay in installments. This feature provides flexibility in payment amounts and helps in managing microtransactions effectively. Activate this option and specify the minimum percentage required for each payment.  Clients will see a pencil icon next to the invoice amount, which they can click to adjust the payment amount.  Note: For recurring invoices, partial payments are available only for invoices without auto payment enabled or the first payment in a series with auto payment. Tip Payments Enable tip payments to let clients show appreciation for your services. This feature can be used to motivate your team. Activate the option and set default tip percentages.   Clients can choose a tip from the predefined options, add their own amount, or opt out. 3. Save Your Settings Once you've configured the settings to your satisfaction, click the Save button. These changes will apply to all future invoices. You can revisit these settings anytime if adjustments are needed. FAQs Q: I can't see the changes or my invoices aren't being sent. A: Ensure that a payment gateway is integrated. Check this in the Integrations Tab. If the payment gateway is not connected, you need to establish the connection before proceeding. Q: When refunding an invoice, do I need to refund the tip separately? A: No, refunds will cover the full invoice amount, including any tips. This setup will save you time and effort by applying these configurations globally to your invoices, making your payment process smoother and more efficient.

When managing your own business, handling invoices becomes a routine task. If you’ve been working with an invoicing system for some time, you’re likely familiar with the basic process: listing your products or services, entering client information, and facilitating payment. However, to provide your clients with more flexibility while retaining control over the payments you receive, implementing Payment Plans can be highly effective. These plans allow you to accept smaller payments over time, with the system tracking and ensuring timely completion of the transaction. Starting a New Invoice 1. Create an Invoice Go to the Invoices Tab within the Payments section and click on "+ New."  2. Input Invoice Information Enter details for the client, product, and business as usual. Make sure to set the Due Date for the invoice, as payments cannot be scheduled beyond this date. 3. Define Payment Terms Click "Add Payment Schedule" to open a window where you can configure the payment plan details. 4. Select Payment Method Choose between Percentage or Fixed Amount. For plans involving three or more payments, click "Add Payment" to include additional fields. 5. Specify Payment Amounts and Deadlines Set the amounts and due dates for each payment. Ensure that the total equals 100% for Percentage or the full amount of the product for Fixed Amount. 6. Finalize the Payment Schedule Click "Add Schedule" to save your payment plan. The schedule will be visible on the invoice. 7. Send the Invoice Review the completed invoice and click "Send." Choose the delivery channels and then click "Send Invoice."  For Your Clients The invoice will show clients the details of their payment plan, including due dates for each installment. They can choose to pay each installment separately or group several payments together using the "Choose Payments" feature.  By using Payment Plans, you can expedite the processing of mid to high-ticket items, minimize the need for payment reminders, and manage deposits and final payments all in one invoice. Key Points to Remember Ensure you have a connected payment gateway before sending invoices to enable online transactions. Confirm the invoice's overall due date before setting up individual payment due dates to prevent system errors. Note that auto-pay is not available for scheduled payments, unlike Recurring Template Invoices.

The invoicing feature integrated into your CRM system allows for efficient creation and management of invoices, simplifying the process of sending bills to clients or customers. By leveraging the products set up within your sub-account, this feature enables smooth communication with clients and supports accurate financial record-keeping, all within a single platform. This centralized approach ensures your invoicing process is streamlined and efficient. Using Invoices Without Stripe Connect For users who don’t utilize Stripe Connect, tracking invoice statuses can be done via these steps: Navigate to the Invoices tab, where all invoices and their respective statuses will be displayed. Filter invoices by status or date range to easily find what you need. A key limitation of not using Stripe Connect is that payments must be recorded manually by the user. Draft Invoices In this section, users can view the total number of invoices in Draft mode and their corresponding values. This gives a clear view of pending transactions, helping to manage the invoicing workflow effectively. Due Invoices This area shows all invoices awaiting payment, along with their total amounts. This helps businesses monitor their outstanding payments, follow up with clients, and maintain a steady cash flow. Received Payments Here, businesses can view how many invoices have been paid and the total revenue collected. This insight helps with performance analysis and strategic planning for future growth. Overdue and Unpaid Invoices This section provides a breakdown of overdue invoices and the amount still outstanding. By highlighting this information, businesses can take action to recover payments and avoid cash flow problems. Filtering Invoices The filtering feature allows users to quickly navigate through their invoice list by applying various filters: By Date Range: Select start and end dates to view invoices within a specific timeframe. By Status: Filter invoices based on their status, such as All, Draft, Sent, Overdue, or Paid. This helps in managing invoices more effectively at different stages. By Payment Mode: Choose between Live or Test mode to view relevant invoices. Search Functionality The search bar allows users to find specific invoices by inputting details such as invoice numbers, names, or customer information. Sending Feedback Your feedback on the invoicing feature helps improve the system to better suit user needs. Invoice Preferences Customize your invoices by adding specific terms and notes to meet your business requirements. Creating a New Invoice To generate a new invoice, use the invoice creation option. The next image outlines all the steps involved in the process. Invoice Table The table view presents vital details for each invoice, such as: Name: The title given to each invoice. Number: A system-generated number assigned to each invoice. Customer Details: The customer’s name and contact information stored in your CRM. Issue Date: The date the invoice was created. Amount: The invoice total. Status: The current status of each invoice (e.g., Overdue, Paid, Draft).

To streamline your billing, you can now generate invoices directly through your CRM. This smooth integration simplifies financial management, making it easier to handle transactions and customer relations effectively. Initiating a New Invoice Start by clicking the “+ New” button to create a fresh invoice. If you wish to include standard terms of service or add additional notes, click on the gear icon next to the “+ New” button. Navigating the Invoice Editor After clicking “New,” you will be taken to the invoice editor screen. Personalizing Your Invoice Name Customize the invoice title to help with identification in your invoice list. Giving each invoice a unique name makes it easier to manage a large volume of invoices in your system. Completing Invoice Details Fill in these six key sections before sending your invoice: Business Information: Edit your company details by clicking the respective text fields. Logo Upload: Add your logo from the CRM’s media library. Ensure your logo is available in the library beforehand. Client Information: Input client details and adjust the invoice number, issue date, and due date. The system will assign a sequential invoice number, which can be modified if necessary. Add Products/Services: Select products from your list and edit prices and quantities as needed. Itemized Totals: The subtotal displays the combined cost of all items. Apply discounts if needed, and the system will calculate the final amount. Notes/Terms: Modify or insert any specific terms and notes for the client. Reviewing and Finalizing Your Invoice Before sending the invoice, you can review its current form to ensure all details are accurate. This gives you a chance to verify that everything is in order. Recording and Tracking Payments If your clients make payments through other methods like cash or check, you can manually record these payments. This feature also allows you to log payments in real time, such as when you're on a call with the client. Credit Card Payments: Record transactions made by card. Manual Payments: Record payments received by cash, check, or bank transfer. Saving and Dispatching Invoices Once the invoice is finalized, click "Save" to store all changes securely. When you're ready, send the invoice via email or text message. You can also use the test mode to ensure the invoice is correct before going live. Duplicate and Mark as Sent This option allows you to quickly duplicate an invoice for future use while marking the original one as sent, saving you time and effort. Managing Client Information Easily add, update, or delete client details in your CRM, making invoicing more efficient. This feature ensures you always have accurate client information on hand for invoicing. Add Client: Save new client details for future invoices. Edit Information: Update client records when necessary. Remove Client: Quickly delete incorrect client entries. Adding Taxes and Discounts to Invoices Include tax rates and discounts directly on your invoices to ensure accurate billing. These features allow for precise calculations of the final amount your clients owe. Apply Taxes: Add tax rates to individual products or services. Discounts: Insert discounts by specifying a percentage or amount. By integrating invoicing with your CRM, you can simplify both financial management and client relations, leading to more efficient and organized business operations.

Importance of Tax Management in Business Taxes are an integral part of running any business, no matter the sector. Proper tax management is vital for keeping your financial records in good shape. By integrating taxes into your products or invoices, you can stay organized and ensure compliance with regulations, making the process more efficient. Using Your CRM to Handle Tax Entries A great way to simplify tax tracking is to incorporate tax settings within your CRM. This can be done by directly adding taxes to your products or invoices. The exact steps will depend on the specific tax you need to include. Begin by going to the "Payments" settings and selecting the "Taxes" option from the left-hand menu. Creating Custom Taxes for Non-Standard Items If your business offers non-standard products or operates internationally, you may need to configure custom taxes manually. To add these, simply click on the "+Add Tax" button. A pop-up form will appear where you can input the necessary details, such as the tax name and percentage rate. You may also include additional relevant information. Once everything is complete, click "Add" to save the new tax into the system. Setting Up Automated Tax Calculations For businesses within the U.S., automatic tax calculation is an efficient option. This feature calculates sales tax based on the customer’s location. To enable it, turn on the "Enable automatic sales tax" option and choose the product category that corresponds to your tax percentage. Next, select the states where your business operates, agree to the Terms of Use, and click "Save" to apply these settings. Applying Tax Rates to Your Invoices Once your tax rates are configured, adding them to invoices is simple. To apply a tax to the entire invoice, either click "Add Tax" for manual rates or toggle the automatic option. This will ensure that the tax is applied to all items within the invoice. To add taxes to individual items, select the "Add Tax" option located beneath the product's price. A drop-down menu will appear, allowing you to select from your pre-set tax rates. With manual tax selection, you can assign different rates to each product, while automatic taxes apply universally to the invoice. Once done, click "Save" to confirm. Complete the invoice as usual, and you’re all set. By managing taxes directly in your CRM, you can significantly reduce the administrative burden on yourself and your accountant, making tax season far less stressful.

Why CC and BCC Fields Are Essential for Business Invoicing Enhanced Communication with Stakeholders Including CC and BCC recipients in your invoice communications ensures all key players are kept informed, leading to better teamwork and decision-making. This approach creates smoother interaction and coordination among all parties involved. Simplifying Invoice Management Using the CC and BCC features in invoices improves organization and reduces manual workload. It helps streamline the invoicing process, minimizing errors while saving time and increasing efficiency. Strengthening Client Relations Applying CC and BCC in invoices contributes to a more professional and attentive service. By ensuring all relevant contacts receive the necessary information, your business showcases attention to detail, fostering trust and long-term client partnerships. How to Effectively Use CC & BCC in Invoice Creation Navigating to the Invoice Creation Page Open the payments section, accessible via the left-side menu. From the top menu, click on the invoices tab. Select the “+New” button, then choose to create a new invoice. Completing and Dispatching the Invoice Enter all the necessary invoice information. Once you’ve completed the invoice, click "Send" to dispatch it. Including CC/BCC Recipients in the Invoice Upon sending the invoice, you can add contacts via CC or BCC. If the recipient has additional email addresses stored, you can select these secondary emails for inclusion. Using these fields effectively ensures everyone, from project managers to accountants, stays informed and involved in the invoicing process. Frequently Asked Questions and Troubleshooting Q: Why aren’t secondary email options showing up? A: Make sure the contact’s secondary emails are correctly set up in their profile. If issues continue, contact technical support for assistance. Q: Can multiple email addresses be added to CC and BCC? A: Yes, you can add more than one recipient in both fields to keep various stakeholders informed. Q: Is there a limit on how many addresses I can include in CC/BCC? A: Although there is no strict limit, it’s best to only add essential contacts to maintain clear communication without overwhelming recipients.

Businesses frequently send invoice notifications to customers to maintain clear communication during financial transactions. These alerts can be sent as either emails or SMS messages and are crucial for keeping customers informed. By customizing these notifications, businesses not only enhance their professional image but also make the invoicing process smoother and more efficient. Notification Categories for Invoices There are four primary types of invoice-related notifications that can be personalized: Customer Email Alerts: Emails sent to inform customers about their invoices. Customer SMS Updates: Text messages delivered to customers with invoice details. Internal Team Email Notifications: Emails sent to internal CRM users regarding invoices. Internal Team SMS Alerts: Similar to the above, but sent as text messages. You can refer to the table below as a guide for tailoring your invoice notifications. Steps to Personalize Invoice Alerts Follow these instructions to customize invoice notifications to suit your business needs: 1. Build Personalized Templates for Notifications Start by creating templates for your email and SMS notifications. For email templates, go to "Marketing" > "Emails" > "Templates." For SMS alerts, visit "Marketing" > "Templates (Snippets)." In these templates, you can adjust the content, fonts, colors, and overall design to match your brand's aesthetic. Additionally, you can include personalized invoice details such as the customer’s name, invoice total, due date, and a link to the invoice. If you cater to multiple customer segments, you can develop distinct templates for each group, ensuring more targeted communication. Once you’ve crafted your templates, you can proceed to configure the notification settings in the invoice section. 2. Set Up Notification Preferences Go to your payment settings, select "Invoices," and click on the gear icon. Begin by specifying the sender's name and email address for all outgoing invoices. These details will apply to both customer and internal team notifications. Next, select the custom templates you've designed for email and SMS notifications, and assign them to the respective recipients. Besides modifying the content, you can also personalize email subject lines by using custom variables, which allows you to add unique information specific to each invoice. After completing your configurations, make sure to save your settings. Important Reminders You won’t be able to modify the subject line directly within the invoice settings. Leverage "Invoice Custom Values" to automatically populate key details in your templates. In conclusion, this feature allows businesses to design tailored and professional notifications, enhancing communication with clients and streamlining the invoicing process.

Enhancing Invoice Efficiency with Custom Templates and Automation This feature allows businesses to simplify invoice management through customizable templates and automated workflows, enabling a more seamless process. Create Customizable Invoice Templates Utilize the "Convert to Template" function to transform any invoice into a reusable template. Assign a relevant name for easy future reference. These templates can include company details, logos, invoice headings, product descriptions, taxes, discounts, and terms. Managing Your Invoice Templates Find all your stored templates under the Templates section of the Invoicing page. By clicking the three-dot menu next to each template, you can perform quick actions such as using it for one-time or recurring invoices, editing, renaming, or deleting them as needed. Seamlessly Integrating Templates in Workflows You can easily embed invoice templates into your automated workflows by selecting the "Send Invoice" action, ensuring an effortless connection between invoicing and other business processes. Setting Up Automated Workflow Actions Customize your workflow actions by assigning names, choosing the sender (From User), and selecting an invoice template from the provided list. Diverse Applications for Automated Invoices This feature supports various use cases, such as sending invoices after appointments, when opportunities shift status, or when certain tags are applied to contacts. Note: Ensure the feature is enabled under sub-account settings in Labs to access templates in your workflows.

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.

Invoices are essential tools for informing your clients about the amount they owe and the deadline for payment. They not only help you stay on top of your financial matters but also reduce the likelihood of missing payments. However, when offering Payment Plans, the concern about clients missing future payments might still arise, as they may forget. The ideal solution to prevent this is by enabling Auto-Payments. This feature allows you to automatically charge your client’s card when a payment is due, without needing any manual input from either you or the client. How to Enable Auto-Payments: This option can be activated for both new and existing invoices. Follow these steps to get started: 1. Begin by navigating to the Invoice section in your payments tab. 2. To enable auto-pay for a new invoice, create one as you normally would. For an existing invoice, click the three dots next to it to access the options menu, then choose "Edit." 3. In the Invoice builder, click the "Send/Resend" button. A pop-up window will appear where you can choose the sending method. On the right side, you'll find a toggle labeled "Enable Auto Payment." Switch it on by sliding it to blue. 4. Next, select the card for the auto-payment. You have three options: Customer Card: Uses the card input during the first payment. Saved Cards: Select a card that is already on file for the client. New Card: Manually enter a new card. 5. Once you've selected the card, send the invoice as usual. From this point forward, payments will be collected automatically, saving you the hassle of manual follow-ups and ensuring timely payments without inconveniencing your clients!