Documents and Contracts: Auto-invoice Type Update in Based on Optional Product Selected

How It Works

1. Navigate to Contracts > Documents & Contracts.
   

2. Click + New and select New Document.

3. Create a product list by clicking “+” > Product List > drag the product list tab to the page

4. Under Payment Settings, select between One Time or Recurring.
   
   

5. When the recipient selects only one-time products, they’ll receive a single, one-time invoice—no recurring schedule.
   

6. When the recipient selects recurring, they will receive an invoice with a recurring schedule.