Auto-Invoicing Post Acceptance
Estimates are the first step toward turning interest into a completed purchase, and sending an invoice quickly can be the difference between making a sale and being ignored. This new feature ensures greater efficiency—let’s take a closer look!
⭐️Why Is This Feature Beneficial To Your Company?
Instant Engagement: This feature allows you to send invoices directly after an estimate is accepted by a customer, prompting them to complete payment.
Encourage Conversions: Help customers complete purchases by minimizing the time they have to wait before a payment way is available and eliminating second thoughts or buyer’s regret.
Simplified Onboarding: This feature allows you to automate the onboarding process for your customers, using the estimate acceptance as the jumping-off point for becoming a part of your community.
⭐️How To Enable Auto-Invoicing Post Acceptance?
Navigate to the Estimates tab inside the Payments section and create a new estimate.
Add the products to the estimates.
In additional options check the box next to Send Invoice.
Toggle Direct Payment if you want to redirect the contact directly to an invoice rather than sending it in an email.
Keep contacts active and increase your conversion rate with the help of Auto-Invoicing Post Acceptance for your estimates. This turns the agreement into an actionable step for your customers!
