Invoice Creation After Document/Contract is Signed

How It Works

BizStackPro can automatically create an invoice after a document or contract is signed. This keeps the process simple: agreement first, invoice next, payment right after.

• Automatic invoice creation: Triggers when the lead accepts/signs the document.
• Exact replication: Product List line items, taxes, and discounts copy to the invoice.
• Multiple Product Lists: Items/discounts from all lists are combined on one invoice.
• Required: If there are no product line items, no invoice is created.

Access & Review the Invoice

1. Go to Payments → Documents & Contracts → All Documents & Contracts.
2. Open the signed/finalized document.
3. Click the ⋯ menu and choose View Invoice.
4. Review the invoice, make edits if needed, then Send.

Enable Direct Payment After Signing

Direct Payment is ideal when you want someone to sign and pay immediately without needing follow-up.

1. Create the document and add a Product List.
2. Open Document Settings → Product Invoicing.
3. Enable Direct Payment.
4. Send the document for signing.
5. After the primary signer finishes, they’re redirected to the invoice to pay right away (and an invoice email is also sent).

Start Recurring Invoices at the Signing Date

If you’re selling recurring services, you can align the billing schedule to the signing date so invoice timing is consistent.

1. Add a recurring product to your Product List and choose the billing frequency.
2. Enable Generate Invoice at the Time of Signing.
3. The first recurring invoice is generated on the signing date.
4. Future invoices follow the selected frequency based on the signing date.

Choose Auto-Send vs Draft

• Send Invoice ON: Automatically emails the invoice after signing.
• Send Invoice OFF: Creates a draft invoice so you can review and send manually later.

Product List Notes

• Products configured as one-time in Products are treated as one-time on the invoice.
• Recurring products with a setup fee typically appear as two lines: one recurring charge and one one-time setup fee.
• If your document includes multiple Product Lists, the invoice combines line items and discounts across them.