Creating invoices just got easier. Every invoice you issue from an Opportunity’s Payments tab (or through a workflow) is automatically linked to that Opportunity, so you always know where it belongs.
What’s New:
– Auto-Linking: Invoices created from Opportunities are linked right back to them instantly.
– On-Screen Option: In the Payments tab, switch to Invoices, click Create, and link it to an Opportunity before sending.
– Workflow Automation: Add a Send Invoice action in any Workflow triggered by an Opportunity change. We handle everything from creation to linking automatically.
Why it matters:
Linking invoices to Opportunities means you’ll spend less time tracking billing and more time focusing on deals. It simplifies how you issue and view invoices, keeping everything organized.
How it works:
– From Opportunities: Go to an Opportunity, select Payments, and create an invoice. It’s already linked.
– From Payments: In Payments, select Invoices, then create and link to an Opportunity before sending.
For more details, please reach out to our team via a support ticket.