Help Center / Proposals and contracts /
Auto-invoice on proposal acceptance
When a proposal gets signed, Plutio can automatically create an invoice from the proposal's pricing. The invoice pulls line items, quantities, rates, and tax directly from the proposal's service tables, so the billing step happens the moment the client accepts, with no manual re-entry.
How auto-invoice works
Auto-invoice is a per-proposal toggle. When you enable it on a proposal, the moment the proposal status changes to "accepted" (after the client signs), an invoice is generated from the service table data. The invoice inherits the client, line items, amounts, tax configuration, and project link from the proposal. The generated invoice appears in the invoice list, ready for review.
Reviewing and sending the auto-created invoice
The auto-generated invoice can be reviewed and edited before sending. Line items, payment terms, and due dates can be adjusted if the final billing differs from the proposal's pricing. Once ready, you send the invoice manually through the normal send flow.
Configuring defaults in proposal settings
Proposal settings let you choose a default invoice template and a naming convention for auto-generated invoices. When a template is set, every new proposal that has auto-invoicing toggled on will use that template as a starting point. The naming option controls whether the generated invoice inherits the proposal's title, title and ID, or uses the default numbering. Individual proposals can still have auto-invoicing toggled on or off independently.
