What this does
When Accounting integration is enabled, winning a deal automatically creates a customer and invoice in Relentify Accounting. This eliminates double data entry.
When to use it
Enable this if you use both Relentify CRM and Relentify Accounting and want deal wins to flow into your invoicing.
Step by step
- Go to Settings in the main menu
- Open the Integrations tab
- Find Relentify Accounting and click Connect
- Configure the integration:
- Auto-create customer — creates an Accounting customer from the contact
- Auto-create invoice — generates an invoice for the deal value
- Default account — the revenue account for auto-created invoices
- Click Save
How it works
When a deal is marked as won:
- The linked contact is created as a customer in Accounting (if not already)
- An invoice is generated with the deal value
- A link appears on the deal showing the invoice number
Tips
- If you don't have the Accounting add-on, you'll see an upsell prompt
- Manually created invoices aren't affected by this integration
- You can disable auto-invoicing while keeping auto-customer creation