Create invoice templates and automatically send an invoice in a workflow using templates

Streamlining Invoicing with Templates and Workflow Automation

This feature empowers businesses to effortlessly manage their invoicing process by using customizable invoice templates and automated workflows.

Convert Template

• Convert any invoice into a template with the "Convert to Template" action. Provide a relevant name for easy reference.
• Templates can encompass business information, logos, invoice titles, product details, taxes, discounts, and terms.

Templates Page

• You can find all your templates neatly listed under the Invoicing section on the Templates page.
• Clicking on the three dots menu will allow you to perform quick actions like using a template for a one-time or recurring invoice, Modifying, renaming, or deleting templates at your convenience.

Workflow Integration

Seamlessly integrate templates into your workflows using the "Send Invoice" action.

Workflow Action

Configure action names, select the sender details (From User), and choose a template from the list.

Versatile Use Cases:

• Address diverse scenarios such as sending invoices post-appointment bookings, status changes in opportunities, or the attachment of specific tags to a contact.

Note: Ensure the feature is activated in Labs under sub-account settings to use templates in your workflows.