Invoices & Estimates: Now available in Opportunities

What’s new?

You now have a dedicated Payments tab within Opportunities.
Access to sending estimates and invoices from an opportunity
Access to accessing invoices, estimates, transactions linked to that opportunity within the section
Redirection to estimate/invoice with contact details pre-populated and once sent, the user gets redirected back to the specific Opportunity

How to use?

Go to Opportunity -> Open a particular opportunity -> Go to Payments Tab
![Screenshot 2025-01-22 at 14](
Click on Actions -> Create Estimate/Invoice
User will be redirected to the Invoice or Estimate page with contact details pre-populated
![Screenshot 2025-01-22 at 14](
Once user clicks on send -> The user will then be redirected back to the same opportunity
![Screenshot 2025-01-22 at 14](
Once back to the opportunity -> They get access to viewing the transactions in all types. Additionally, you can filter the type to be an invoice and then get access to the redirection button to see all invoices.
![Screenshot 2025-01-22 at 14](
![Screenshot 2025-01-22 at 14](

Why we built this?

To take steps to complete the journey from sale to payment collected from within an opportunity
Easily let users navigate payments while they are tracking an opportunity

What’s planned next on this front?