Skip to content

Workflow · Finance

Quote accepted → draft the invoice

The agreement opened from an accepted quote gets its invoice drafted, ready for you to issue.

Use in EraAll templates
2 steps · 2 apps
How it looks in the workflow editor
  1. Trigger
    An agreement was openedFinance
  2. 1Action
    Invoice an agreementInvoices
  3. DoneLogged in the run history

How it works

2 steps. Once set up it runs by itself; every run shows step by step in the flow’s history.

  1. 1

    Trigger · Finance

    An agreement was opened

    The flow starts the moment this happens in Finance — nobody needs to press a button.

  2. 2

    Action · Invoices

    Invoice an agreement

    This period’s invoice is drawn up from the agreement.

Apps it uses

  • Finance
  • Invoices

To run it

  • Modules switched on: Quotes, Finance, Invoices
  • Picking it in Era and looking it over once

Similar templates

Start with Quote accepted → draft the invoice

Runs on your own Claude or ChatGPT subscription, or your API key.

Use in Era