Invoices & Estimates Available in Opportunities

Your Opportunities section helps you visualize the customer journey, with payments playing a key role. Whether it’s invoices, estimates, or transactions, having quick access to this information from the opportunity card ensures your data stays updated and easily verifiable. This feature makes that process seamless—let’s explore how it works!

⭐️Why Is This Feature Beneficial To Your Company?

• Transaction Management: Centralizing the Payment information will help your business streamline operations and guarantee easy data access.

• Data Optimization: Keep the revenue information updated with this tool, creating estimates and invoices that allow you to create a projected revenue directly from facts.

• Payment Efficiency: The direct connection from Opportunity card to Invoice or Estimate automates the customer information input, resulting in smooth and error-free payment processing.

⭐️How To Send Invoices or Estimates from Opportunities?

1. Navigate to the opportunities tab and click an opportunity card.

   

2. In the Payments section open the Action dropdown menu.

   

3. Select Create Estimate or Create Invoice, which will redirect you to the builder where the contact details will be pre-populated.

   

4. Once you send out your Estimate or Invoice you’ll be redirected to the opportunity card where you can view the transactions.

And there you have it! Use this update to boost your revenue with frictionless Invoices and Estimates that allow you to update the Opportunity card in real time, creating an accurate revenue projection and easier prospecting time.