Create and send deposit invoices from signed forms
Create and send deposit invoices from signed forms
Your signed sales agreement submissions often stall before billing, leaving deposits unrequested. It issues and emails deposit invoices so billing and project teams secure payments same day.
Overview
Signed contracts often sit unbilled while crews wait for deposits and schedules slip. This flow creates the customer record, generates an estimate, builds a deposit invoice, and emails it automatically so billing and project leads can secure payment the same day.