Help connecting customers with invoices and quotes

  • Resolved andres01pkd

    (@andres01pkd)


    1 year, 9 months ago

    Hello,

    I’m configuring Jetpack CRM and I’m having problems when I have to automate the client with quotes and invoices.

    Could you help me? Do you know of any tutorial, explanatory videos or websites to be able to learn it and apply it to clients.

    Thank you so much.

Viewing 3 replies - 1 through 3 (of 3 total)

  • Hi @andres01pkd ,

    I’m configuring Jetpack CRM and I’m having problems when I have to automate the client with quotes and invoices.

    I’m not quite sure what you mean by this. Would you let us know more details about the workflow you’re envisioning, so we can better help? ??

    Best,

    Cena

    Thread Starter andres01pkd

    (@andres01pkd)

    Hi @cena

    Sorry for the explanation.

    I’m having trouble automating Jetpack CRM to automatically send quotes to customers when they sign up.

    Also automate invoices so that they are sent within 14 days of registration and the service is charged.

    Any questions ask me.

    Thanks you so much.

    Hi @andres01pkd! Thanks for the additional info!

    Currently, it’s not possible to automatically send quotes to user and to automatically generate and send an invoice to clients. We have an open enhancement request to add such action for the Automations extension and I included your post to the internal tracker.

    We don’t have an ETA for when this will be implemented though, but we can send a follow-up message here if this feature is implemented.

    Sorry I don’t have better news for you here. ??

Viewing 3 replies - 1 through 3 (of 3 total)
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