Send invoices automatically inside a workflow

We’re adding a new “Send Invoice” action inside the Workflow Builder to automatically send customer invoices based upon a trigger.

You’ll be able to make use of the templates created inside the Invoice module to define the invoice details that need to go out to the customer.

To configure the action, select the From User to define the sender details, and choose a template from one of the templates created inside invoices along with the payment mode.

Either the default template or your custom template configured inside Invoice settings will be used automatically to send the invoice from your Workflow.

This opens up lots of possibilities, like sending an invoice after an appointment is booked, when an opportunity status is changed, a tag is attached to a contact or any other existing trigger.