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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

https://clixio.io/wp-content/uploads/2025/01/c921056bc13bdb1ba71fecea6f702483.png 2234 3456 Clixio.io https://clixio.io/wp-content/uploads/2023/08/clixio-logo-dark.png Clixio.io2025-01-09 03:10:002025-01-09 03:10:00Estimates: Auto-Invoicing post acceptance | Clixio Changelog

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