In order for invoices to be generated in the accounting software you are integration and connected to (ie. Quickbooks, Xero or Sage Business Cloud) it is essential you to have an Integration in your Quote/Proposal Document Workflow.
Follow the steps below;
Go to the main menu on the left hand side of your screen and then select Admin>Document Manager
Then select the appropriate Document Type. For Example 'Proposal'
Go to your Sent Status and find the Accept/ed Workflow. Click 'Add Task'
You will then be presented with drop down menu to select your Task Type. From this select Integrations. Your task will be automatically given the name Integrations but you can name this something more meaningful if you prefer. Now click 'Create Task'
The task will now appear at the end of your workflow.
NB.To complete the process, you will need to move it so it comes before 'Move to Accepted'
Click on the Integrations task to open it and select the direction it needs to be moved;
Your completed Accept Workflow will now look like this;
Any future Quotes that are Accepted will automatically generate an Invoice in Xero, Sage Business Cloud or Quickbooks ready for you to check and send when convenient.