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Estimates: Auto-Invoicing post acceptance

January 8, 2025

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.

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