In this article, you will learn how an invoice is created automatically after the lead has accepted or signed the documents/contracts.

Key points:

• Automatic Invoice Creation: An invoice is automatically generated after the lead accepts or signs the document/contract.
• Invoice Details: The invoice will replicate the line items, taxes, and discounts applied to the product list element within the document/contract.
• Review and Edit: Businesses can directly review the invoice, make necessary edits, and send it to the client using the "View Invoice" action in the Finalized list view.
• No Product Line Items: An invoice will not be created if there are no product line items associated with the document/contract.
• Multiple Product List Elements: If multiple product list elements exist inside the document, a cumulative invoice will be generated, covering all line items and associated discounts

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How to access

• Navigate to payments section and under document and contracts click on “All Documents and Contract”

• 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: 

• 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.

Direct Invoice Payments After Document Signing

The feature allows users to sign documents and make direct payments immediately after signing, streamlining the contract and payment process into one seamless flow. This eliminates the need for separate invoicing, improving efficiency and user experience. 

Benefit:
This feature saves time by combining document signing and payments into a single, efficient process.

How to Use:

• Create or upload a document for signing.

• Enable direct payments by toggling the option for one-time product lists.

• Send the document for signing.

• The primary recipient will sign and be directed to the invoice for immediate payment.

• Track the payment status in the document or invoice section.

Special Requirement:
Only product lists with one-time products are supported for direct payments.

FAQ: 

1. What triggers the automatic creation of an invoice?

• An invoice is automatically generated when a lead accepts or signs the document/contract.

2. What information is included in the automatically generated invoice?

• The invoice will replicate all line items, taxes, and discounts applied to the product list element within the document/contract.

3. Can I review and edit the invoice before sending it to the client?

• Yes, you can review the invoice, make any necessary edits, and then send it to the client using the "View Invoice" action in the Finalized list view.