Automatic Invoice Creation After Document/Contract is Signed

With Stack, you can streamline your billing process by automatically generating invoices once a document or contract is signed by a potential lead. This feature ensures that your financial transactions are handled smoothly and efficiently.

How It Works

• Automatic Invoice Generation: As soon as a lead signs a document or contract, Stack creates an invoice that mirrors the details of the signed agreement. This includes all line items, taxes, and discounts applied to the products listed in the document.

• Review and Edit: After the invoice is generated, you can review it directly within Stack. If necessary, make any edits to ensure accuracy before sending it to your client.

• Sending the Invoice: Use the View Invoice action in the Finalized list view to send the invoice to your client for payment.

Important Considerations

• Product Line Items Requirement: An invoice will only be generated if the document or contract includes product line items. Ensure that these are added to your documents to utilize automatic invoice creation.

• Multiple Product Lists: If your document contains multiple product list elements, Stack will create a cumulative invoice. This invoice will include all line items and discounts from each element, providing a comprehensive billing overview.

By leveraging Stack’s automatic invoice creation, you can save time and reduce manual entry errors, allowing you to focus more on your business and less on paperwork.