What’s new?
- Users can now enable sending invoices post-acceptance in estimates
- Additionally, users can allow direct payments where receivers will be redirected to the invoice immediately after accepting the estimate
How to use it?
- Go to Payments -> Estimates or Estimate templates -> New estimate / New template.
- Add the products -> In additional options -> Select Send Invoice -> Select direct payment if you want to redirect the user directly to an invoice rather than emailing it.
Why did we build this?
To simplify the automation of Invoices post-estimate acceptance.
