Create sent invoice and payment link from calculator
Create sent invoice and payment link from calculator
Your calculator submissions trigger manual invoice creation and inconsistent client records. Automate invoice and payment link generation so billing staff can send ready invoices same day.
Overview
Manual invoice assembly after a pricing submission slows collections and creates CRM gaps; this flow turns each submission into a sent invoice with a hosted payment link. Billing and sales get client-ready invoices within minutes, enabling faster payments and cleaner CRM records.