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Automatically generate an Invoice from an approved Estimate
Automatically generate an Invoice from an approved Estimate
Updated over a week ago

With the Auto-generate Invoice feature, you can get paid faster by sending your client an invoice automatically after their estimate is approved!

To enable automatic invoices, simply edit an estimate, scroll down to the Online Payments section, turn on the Auto-generate Invoice option and save. (note: currently only available for iOS, we'll update this article with any developments for Android and Web)

Immediately after your client approves the estimate, they'll see an option to view & pay the auto-generated invoice online through Joist Payments.

Important things to keep in mind when using the auto-generate invoice feature:

  • Auto-generated invoices are only emailed to the email address saved on your estimate. Make sure you have a client with an email address added to your estimate when using the auto-generate invoice feature.

  • Your client can approve an estimate, or you can approve an estimate by changing its status from Pending > Approved.

  • If you use SMS to send an estimate to your client, the auto-generated invoice will not be sent automatically by email. You can still manually send the auto-generated invoice by email or SMS at any time.

  • You can check the status of your invoices to see if the auto-generate invoice feature has sent an invoice to your client by email:

    • Auto-generated invoices with ISSUED status have been sent to your client by email.

    • Auto-generated invoices with DRAFT status have not been sent to your client by email.

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