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sending automated invoices from my pipeline settings I will open the stage in the auto move option where I want the invoice to be sent in and then click on the add automation button I will choose the send invoice option now I need to select an invoice template or if I dont have one Ill click on the new template button to be redirected to the page where Ill create a new template lets add the details then add a service as a line item and then also make a completely new line item before saving the template now Ill go back to the pipeline settings and choose the template I just made for the invoice automation Ill switch to the pipelines overview page and drag a job into the stage where I put the invoice automation Itll ask me to confirm whether I want to trigger the Automation and Ill click on move to confirm from the clients perspective there will be a new notification on their to-do list and they can interact with it right away they just need to click on pay and theyll be prom
