Automated Invoicing
From contract to invoice — zero re-entry
When you create a contract from an accepted deal, invoice milestones populate from the pricing terms. Each invoice issues on schedule. Track payments and forecast cash flow in one place.
How it works
How teams run automated invoicing in four steps
Buyer accepts the deal
Your buyer configures pricing and accepts in the deal room. The terms they chose become the basis for the contract.
Create the contract
Create the contract with terms pre-filled from the deal. Invoice milestones auto-populate from the pricing selections.
Invoices issue on schedule
Each invoice issues when it’s due. No manual creation, no copy-pasting line items from the deal.
Track and forecast
See payment status across all contracts. Get overdue alerts. Forecast cash flow based on your active invoice schedules.
Benefits
What changes for your team
Zero data re-entry
Line items, amounts, and terms flow directly from the deal through the contract. No re-typing into a separate invoicing tool.
Automatic scheduling
Monthly, quarterly, milestone-based — the schedule matches whatever the buyer configured. Invoices issue without intervention.
Payment tracking
Mark invoices as paid, partially paid, or overdue. See outstanding amounts across your entire portfolio at a glance.
Cash flow forecasting
Project future revenue from your active contracts and invoice schedules. Know what’s coming before it arrives.
Part of the platform
Invoicing connects to the full contact-to-cash platform. Deals flow from pipeline through deal rooms to contract and invoicing — one continuous system.
See the full platformFrom “Contact Sales” to cash. One platform. Zero handoffs.
Capture leads, close deals, track invoices, forecast cash flow — the entire sales-led process in one system. Start in minutes.