Send invoices to contacts from workflow
Tyson Zimmer
It would be awesome to be able to send invoices inside of a workflow or quick actions. this way when someone enters a certain point in a pipeline, we can send out an invoice automatically rather than having to go an manually create the order and send out the invoice.
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Shari Tat
Yes please!
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David Lamoureux (Product Support Analyst)
Merged in a post:
The ability the send an invoice from pipeline once they enter a certain stage in the pipeline
Tobi Rosario
The ability the send an invoice from pipeline once they enter a certain stage in the pipeline automatically triggers
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David Lamoureux (Product Support Analyst)
Hey Tyson Zimmer Thank you for your feedback and adding this request. That's a great suggestion! We'll be sure to keep this open for others to vote on and for our dev team for review.