ELECTRONIC INVOICE
Integrated electronic invoice in your CRM
Create, sign, and send unlimited electronic invoices directly from Clientify.
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WITHOUT DUPLICATING TASKS OR USING EXTERNAL TOOLS
What is the electronic invoice in Clientify?
It’s a feature that allows you to issue, sign, and send unlimited electronic invoices directly from the CRM.
Each invoice is linked to a contact, opportunity, or company and can trigger automatic flows like thank-yous or onboarding. All legal, traceable, and in the cloud.
KEY BENEFITS OF INVOICING FROM THE CRM
Why use the electronic invoice in Clientify?
- Less manual work: all data is pre-loaded automatically.
- 100% legal and secure: complies with Crea y Crece Law with digital signature included.
- Connected with sales: invoice from the opportunity or contact without duplicating steps.
- Process activation: use the invoice as a trigger for follow-ups, tasks, or flows.
- All digital: forget about paper, human errors, and document clutter.
How can you apply this?
Use cases: Electronic invoice in action
Education
Invoice after tuition payment: it’s automatically generated once the student completes the online payment.
Industry and Manufacturing
Invoice when closing the sale: The electronic invoice is issued instantly from the opportunity without leaving the CRM.
Information Technology and Software
Setup or License Invoice: after the onboarding fee or the contracted plan payment, the invoice is triggered.
Marketing Agency
Automated monthly invoicing: each completed project or active campaign triggers an invoice.
Travel Agency
Invoice for the contracted package: the client pays for their trip and automatically receives the legal invoice.
Health, Beauty, and Wellness
Invoice per session or pass: each session, treatment, or pack purchased is automatically invoiced.
PREFERENCE LIST
As soon as it’s available, we’ll let you know and help you set it up
Already using Clientify
CLIENTIFY CONSULTANTS TEAM
You’ll have a Clientify expert by your side for 4 months. We provide unlimited help to set up your new platform from start to finish.
And what after that? You can continue to count on all the help from Clientify to digitalize and scale your business.
