What’s New?
At Connectly, we’ve added two new features for our users to take advantage of:
- Users now have the ability to enable sending invoices post acceptance in estimates.
- We’ve added an additional feature where users can enable direct payments. Here, receivers get redirected to the invoice immediately after accepting the estimate.
How to Use the New Features?
To use these new features:
- Navigate to Payments -> Estimates or Estimate templates -> New estimate / New template.
- Add the products -> In additional options -> Select Send Invoice -> Select direct payment if you want to redirect user directly to an invoice than sending it in an email.
Why Did We Add These Features?
We have introduced these new options in order to simplify the automation of Invoices post estimate acceptance.