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Invoice Creation After Document/Contract is Signed
Automatically generate an invoice the moment a document is signed—copying line items, taxes, and discounts—with options for direct payment and recurring schedules.
Turning Signed Agreements Into Immediate Payment Steps
After a document or contract is signed, the next step—getting paid—can sometimes require extra manual steps or follow-up.
Automatic invoice creation connects the signing process directly to billing by generating an invoice as soon as the agreement is completed.
Without this connection, there can be delays between signing and payment, increasing the chance of missed follow-ups or slower cash flow.
This guide will walk you through how invoice creation works after signing so you can move from agreement to payment more efficiently.
To begin, review how the system creates invoices automatically once a document 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.
Follow along: Build a document with a Product List → send for signing → invoice is created when signed → review/send (or redirect to payment).
Access & Review the Invoice
- Go to Payments → Documents & Contracts → All Documents & Contracts.
- Open the signed/finalized document.
- Click the ⋯ menu and choose View Invoice.
- Review the invoice, make edits if needed, then Send.
Tip: If you want to manually review every invoice before it goes out, keep auto-send off so the invoice is created as a draft.
Enable Direct Payment After Signing
Direct Payment is ideal when you want someone to sign and pay immediately without needing follow-up.
- Create the document and add a Product List.
- Open Document Settings → Product Invoicing.
- Enable Direct Payment.
- Send the document for signing.
- After the primary signer finishes, they’re redirected to the invoice to pay right away (and an invoice email is also sent).
Pro tip: Pair Direct Payment with a short, clear “what happens next” note in your document so the signer expects the payment step immediately after signing.
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.
- Add a recurring product to your Product List and choose the billing frequency.
- Enable Generate Invoice at the Time of Signing.
- The first recurring invoice is generated on the signing date.
- Future invoices follow the selected frequency based on the signing date.
Example: Signed on January 25 with monthly frequency → next invoice generates on February 25.
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.
Best practice: If you frequently customize invoices after signing (notes, due date changes, item adjustments), keep auto-send off.
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.
Want agreements to turn into paid invoices automatically?
BizStackPro helps you move from signed documents to invoices and payments with less manual work—so you can keep delivery moving and cash flow predictable.
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Frequently Asked Questions
When is the invoice created?
An invoice is created when the lead accepts/signs the document—assuming the document includes product line items.
What data is copied to the invoice?
Line items, taxes, and discounts from the document’s Product List are replicated on the invoice. Multiple Product Lists are combined.
What if there are no product items?
No invoice is created if the document/contract doesn’t include product line items.
Can I review or edit the invoice first?
Yes. Open the finalized document and use View Invoice to review, edit, and send.
How do direct payments after signing work?
Enable Direct Payment so the signer is redirected to pay immediately after signing. An invoice email is also sent.
How do recurring invoices start at signing?
Enable Generate Invoice at the Time of Signing to generate the first invoice on the signing date. Future invoices follow your chosen frequency.
What are my send options?
Turn Send Invoice on to email automatically, or leave it off to create a draft invoice for manual review and sending.
Contracts → Invoice → Payment, Seamlessly
Auto-create invoices at signing, redirect signers to pay instantly, and start recurring billing on the date the agreement is completed.
Faster signing. Faster payments.
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