Keep reading for guidelines on completing this configuration.The configuration of all invoice details is entirely customizable and easy to follow.
Creating your QuickBooks invoices can be done automatically based on contract data:.All properties can be manually inserted or fetched from the Data fields available in the signed contract.Here you can define the new QuickBooks invoice configuration, including Customer details and Invoice items. A new configuration window will appear on the right side of the screen.You can use the search bar to locate the option Create QuickBooks invoice:.This step covers the action that the trigger event you have just defined will automate.After completing the trigger event configuration, you can confirm all customizations by clicking on Save, and the next step in the automation setup will be displayed.In our use case, we will choose the Final signature option under the automation setup and expect all required signatures to be added first for the signed contract to trigger the QuickBooks invoice record creation:.Use the drop-down list to select the option to define whether creating or updating a QuickBooks invoice record should happen after each signature is added to the chosen contract or only after the last one.This extra configuration enables you to pick whether the automation trigger should be executed after each time a signee completes a signature added to the contract ( Every signature) or only after the last signature that defines the contract as fully signed is completed ( Final signature).After choosing the correct file, you can select which signature should start the automation.If you have several templates sharing the same name, click on the small eye icon, and the document will directly open for your review.If you have selected the same option as we did, you can then use the search bar below to find the template you want to use as a base for the automation trigger event:.We will use Every contract drafted from a specific template for our automation flow.
AUTO CREATE INVOICE FROM QUICKBOOT HOW TO
Learn how to create centralized automation running across the entire team's accounts here:.You can assign the trigger to every contract, only a contract drafted from a specific template or a particular contract.This will automatically open a configuration window to the right in which you can define which contract should initiate the automation.To begin with, in our example, select the Contract is signed trigger from the drop-down menu:.The first thing you need to do is set the trigger event for the automation to be executed.You will be redirected to a pop-up window where you can customize the automation's setup. Click on Automations tab from the main menu and then on the blue button Create new at the upper right-hand corner.Here is a short video tutorial on the automation setup, and a step-by-step guide follows right after:.The event which will trigger this automated workflow is the complete signature of the sales contract by all signees.
You can find our guide about these steps here. Note: To proceed with the automation setup, you must establish the connection between your Contractbook and QuickBooks account.
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