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Status Awaiting Prioritization
Categories Proposal Manager
Created by Heather Barnes
Created on Oct 23, 2023

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I would like the option to auto generate an invoice with payment request when a prospect accepts their proposal

My practice requests payment on receipt of an accepted proposal so it would be very useful to automate this process.

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  • Admin
    Rob Millen
    Reply
    |     Dec 5, 2023

    Hi Heather, thanks for submitting this request - we'll consider it in our plans for 2024