Automate invoice creation so you get paid without the manual work. The Create Order action in the automation builder automatically generates an invoice and sends it to contacts who enter the automation sequence. You can add products, configure payment options, and customize the invoice email — all without manually creating and sending invoices one at a time.

How to Configure the Create Order Action in an Automation

1. Drag the Create Order action from the actions panel onto the automation builder canvas and drop it into your sequence at the point where you want the invoice to be created. 
   
   
2. Click + Add a line item to add a product to the invoice. 
   
   
3. Search for an existing product by typing its name in the search field and selecting it from the results. To add a product that is not already in your product catalog, select the option to create a new product and enter the product details. 
   
   
4. Choose a payment option for the invoice. The payment option determines whether the contact is required to pay immediately, can pay later, or has another payment arrangement applied to the invoice. 
   
   
5. Edit the invoice email that will be sent to the contact when the invoice is created. Click the Edit button to open the email editor and customize the subject line, body, and any other email content. 
   
   
6. Click the Draft toggle to switch the Create Order action status from Draft to Ready. The Create Order action will not execute in the automation until its status is set to Ready. 
   
   
7. Click Done in the upper right corner of the Create Order configuration panel to save your settings and return to the automation builder canvas.

Complete the rest of your automation configuration, then click Publish to make the automation active. Contacts who enter the automation sequence will have an invoice created and sent automatically when they reach the Create Order action.