Auto-Invoice Generation + Delivery
Automatic invoice creation and delivery upon booking completion, membership renewal, or milestone payment due date for e
What This Automation Does
How It Works
Invoice Event
Service completed or payment milestone reached
Generate Invoice
Auto-create with line items, tax, discounts applied
Invoice Delivery
Professional email with PDF invoice + online payment link
Payment Notification
"Hi {{first_name}}, your invoice for ${{amount}} from {{business_name}} is ready. View & pay: {{invoice_link}} 📄"
Tag "Invoice-Sent"
Tracking and follow-up trigger
This automation is included with your Intellivizz AI subscription.
Compliance & Security
All automated communications are consent-based with opt-out compliance.
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