Create invoices in QuickFile for new leads in Outgrow
Effortlessly manage your invoicing process with this seamless automation between Outgrow and QuickFile. Whenever a new lead is captured in Outgrow, an invoice will be created in QuickFile, streamlining your billing process and saving valuable time. Stay organized and ensure a smooth billing experience for your clients with this easy-to-use workflow.
Effortlessly manage your invoicing process with this seamless automation between Outgrow and QuickFile. Whenever a new lead is captured in Outgrow, an invoice will be created in QuickFile, streamlining your billing process and saving valuable time. Stay organized and ensure a smooth billing experience for your clients with this easy-to-use workflow.
- When this happens...New Lead
Triggers when a new lead is created. Works on all Outgrow plans.
- automatically do this!Create Invoice
Triggers when a new invoice, estimate or recurring template is created.
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Calculator / QuizRequired
Try ItNew Client
Triggers when a new client record is created.
Try ItAmountRequired
DescriptionRequired
Date
Bank Nominal Code
Notes
Client NameRequired
DescriptionRequired
Total AmountRequired
Issue Date
Due Date
Invoice Status
Paid Date
Bank Nominal Code
Currency
Exchange Rate
Notes
Nominal Code
VAT Rate