Send Invoice Workflow Action

Send an Invoice in a Workflow

Business users will be able to make use of the same templates to send an invoice in a workflow using the Send Invoice action.

• Users will 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.
• Business users will be able to configure the action name, 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.

• The default/custom template configured inside the invoice settings will be used automatically to send the invoice from workflows as well. To change the template, head to payments > invoices > settings > customer notifications > then under 'invoice received,' you can change the template.

  
  

  To edit the actual template, you will need to head to Marketing > Emails > Templates and edit it there.

This fulfills a lot of use cases like sending an invoice after an appointment is booked, opportunity status is changed, tag is attached to a contact or any other trigger existing.