Automatic invoice Creation After Document/Contract is Signed


You can now have an invoice automatically sent to your clients / customers after a document or contract is signed! This cuts down on the back & forth between business owners & clients, ensuring a smooth transaction for both parties.


Covered in this article:

Enable Automatic Invoice Creation After Signing

To enable this feature, go to Payments > Documents & Contracts > Settings > Product Invoicing > then toggle on 'product invoicing.'



Enable Collect Payment Immediately After Signing

To enable payment to be collected immediately after signing, ensure that you have that enabled as well. Go to Payments > Documents & Contracts > Settings > Product Invoicing > then toggle on 'Direct Payment'.

How to Use the Automatic Invoice Feature

  1. Create or Access a Contract
    • If creating a new contract, refer to existing tutorials for guidance.

    • For an existing draft, open the draft contract you wish to modify.


  2. Add a Product to the Contract
    • Click the Add Element button.
    • Drag and drop the Product List into the contract.
    • Click Add an Item to select the product and set the payment plan price.

    • Ensure to add a product; invoices will not be generated without it.


  3. Configure Payment Settings
    • Determine the Invoice Type (One-time or Recurring).
    • Toggle Generate Invoice at Signing based on your preference.
    • Set Invoice Frequency (Daily, Weekly, Monthly, Yearly) if applicable.
    • Choose Stop Sending Options (Never, By Date, After a Number of Invoices).
    • Enable Direct Payment to collect payments immediately after signing.
    • Choose whether to send the invoice via email immediately or keep it in drafts for later sending.

    • Enable Auto Payment if the customer's card should be stored for future invoices.


  4. Set Up Payment Schedule (if applicable)
    • If a one-time invoice is selected, click Add Payment Schedule.
    • Define the percentage or fixed amount for the initial payment and set due dates.

    • Adjust due dates as necessary (custom date or relative to the first payment).


  5. Save and Send the Contract
    • Click Save to finalize the contract.
    • Send the contract for signing.
    • Upon signing, the invoice will be generated and sent based on the defined settings.

Cautionary Notes

  • Ensure the Product Invoicing & Direct Payment features are enabled before proceeding with contract creation.
  • Double-check that a product is added to the contract; otherwise, no invoice will be generated.
  • Review payment settings carefully to avoid sending invoices at unintended times.

Tips for Efficiency

  • Familiarize yourself with the tutorials on creating documents and contracts for a smoother process.
  • Use templates for contracts that are frequently used to save time.
  • The generated invoice would be a replica of the line items, taxes, and discounts applied on the products list element inside the document/contract.
  • A cumulative invoice of all the line items and discounts associated with each element will be created in case multiple product list elements exist inside the document.