Automation Examples (Basic): Sending Invoices

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You can have your invoices created automatically. Also, your jobs can automatically move to the next stage of the pipeline once the client pays the invoice liked to it. To make the automation magic happen, set up the Create Invoice automation and turn on the Automove feature.

For more helpful how-to videos, visit TaxDome Academy, our free online hub for
viewing and learning everything you need to know about TaxDome.

You can have your invoices created automatically. Also, your jobs can automatically move to the next stage of the pipeline once the client pays the invoice liked to it. To make the automation magic happen, set up the Create Invoice automation and turn on the Automove feature.