How do I Send an Invoice Automatically?

This Event-based Automation will automatically send an Invoice to a customer once it has been created.

Recipe:

1.  Choose the Event based trigger type.
2. Select the Invoice trigger record.
3. Choose when the record type is Created.
4. Select +Add Action
5. Choose the Send Email Action.
6. Select the appropriate Email Template from the dropdown menu, add your recipients, and select Save.
7. Save the Automation when you are finished.
   
   

To Send an Invoice link via text:

• Choose the Event based trigger type.
• Select the Invoice trigger record.
• Choose when the record type is Created.
• Select +Add Action
• Choose the Send Text Message Action
  • Select the primary number you want to send from
    • If using multiple numbers for your business, an Automation will need to be built for every line.
      • Create the Automation once, click the three dots on the right to duplicate it, and simply change the “Send from:” field in each copy.
  • Choose your recipients (in this case, the Primary Contact)
• Below is an example text to copy and paste into the Enter Message field. Feel free to add, remove, or edit any of the given Template Fields to customize your message to your liking.
  • Hello, {{JobPrimary}}!! Your invoice is ready to be paid. Click this link to view and pay your invoice: {{InvoiceLink}}
    
    Thank you for your business!

• • Note: You must use the template field in order to send your customers a link to their invoice.