Workflow Action - Send Invoice

Send Invoice Workflow Action

The Send Invoice action allows you to automatically send an invoice to a contact as part of a workflow. This is useful for automating billing and payment collection, ensuring your clients receive invoices promptly after a service is completed, a purchase is made, or a specific trigger event occurs.

Before you can use this action, you must first create an invoice template within your CRM's invoicing section. The workflow will use this template to generate and send the invoice.

Adding the Send Invoice Action to a Workflow

To configure this action:

1. Edit the workflow where you want to send an invoice.
2. Add a new action step and select the Send Invoice option from the list of available actions.
3. In the action settings, select the pre-made invoice template you want to send.
4. Configure any additional options, such as the email subject line or a custom message to include with the invoice.
5. Save the action and publish your workflow.

Once the workflow is triggered for a contact, the system will automatically generate the invoice from your template and email it to the contact. You can track the status of sent invoices from your CRM's main invoicing dashboard.