Contract → Invoice automation

When a client signs a contract, Clemion can create or send the related invoice.

1
Set up the contract
Open the contract and choose Automation for the invoice step.
2
Prepare or generate the invoice
You can prepare the invoice before the client signs, or let Clemion create it after the signature.
3
Send the contract
Send the contract for e-signature. The client signs from the Client Hub or the signing page.
4
Clemion continues
After the contract is signed, Clemion creates or sends the invoice and can share it in the Client Hub.

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