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Estimates: Auto-Invoicing post acceptance | Clixio Changelog

January 9, 2025/in What's New? Automations, Invoicing, Payments


Estimates: Auto-Invoicing post acceptance | Clixio Changelog


















  • Users can now enable sending invoices post acceptance in estimates
  • Additionally users can enable direct payments where receivers will be redirected to the invoice immediately after accepting the estimate
  • Go to Payments -> Estimates or Estimate templates -> New estimate / New template
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  • Add the products -> In additional options -> Select Send Invoice -> Select direct payment if you want to redirect user directly to an invoice than sending it in an email
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  • To simplify automation of Invoices post estimate acceptance

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