You can streamline your billing process by setting up automation rules that automatically email invoices to your customers or their specific billing departments as soon as an order is placed.
Setting Up the Automation Rule
To begin, you will use the Workflow Automation tool to create a trigger based on order creation.
Navigate to Autonomous > Workflow Automation in the left-hand sidebar.
Click the Create Rule button.
Set the IF condition to Order Created.
Set the THEN action to Send Ticket Email.
In the To field, select the recipient:
Customer: Sends the invoice to the main contact on the ticket.
Assignee: Sends the invoice to the internal AMFG user assigned to the ticket.
Select your Invoice template from the Email Template dropdown menu.
Click Create.
Once active, every new order will automatically trigger an email containing the invoice to your selected recipient.
Sending Invoices to Specific Billing Teams
If your customers require invoices to be sent to a dedicated finance or billing address, you can configure this within their contact profile.
1. Add a Billing Email to the Contact
Navigate to the Contacts section.
Select the specific customer contact.
Under the Email Addresses section, click + Add CC.
Select Accounting (or a similar relevant category) from the dropdown.
Enter the dedicated finance email address (e.g., finance@customer.com) and click Save.
2. Update the Automation Rule
Return to your Workflow Automation rule and update the To field to include the finance contact. This ensures that only the designated billing email associated with that customer receives the automated invoice.
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