What's New
You now have a dedicated Payments tab within Opportunities.
Access to sending estimates and invoices from an opportunity
Access to accessing invoices, estimates, transactions linked to that opportunity within the section.
Redirection to estimate/invoice with contact details pre-populated and once sent, the user gets redirected back to the specific Opportunity.
How to Use
Go to Opportunities > Open a particular opportunity > Go to Payments Tab.
Click on Actions > Create Estimate/Invoice.
User will be redirected to the Invoice or Estimate page with contact details pre-populated.
Once user clicks on send > The user will then be redirected back to the same opportunity.
Once back to the opportunity > They get access to viewing the transactions in all types. Additionally, you can filter the type to be an invoice and then get access to the redirection button to see all invoices.
Why We Built This
To take steps to complete the journey from sale to payment collected from within an opportunity
Easily let users navigate payments while they are tracking an opportunity
What's Planned Next on this Front
Auto updating opportunity value with invoice value
Options to attach opportunity within invoices