Service 06
📄

Proposal → Invoice
→ Accounting

Prospect signs the proposal. AI auto-creates the invoice, sends it via Wave, and syncs to accounting — all with zero human touch. The entire revenue cycle runs itself.

See the Full System 647-948-4995
✍️
Prospect Signs Proposal
E-signature received → trigger fires
📄
Invoice Auto-Created
Itemized from proposal data — instant
💳
Invoice Sent via Wave
Payment link included — one-click to pay
📊
Accounting Synced
Wave records updated automatically
Zero human touch · Entire cycle automated

Sign. Pay. Books Itself.

1

Signature Received

The moment the prospect e-signs the proposal, a webhook triggers the entire automated payment and accounting workflow.

2

Invoice Generated

AI pulls all line items, amounts, and terms from the signed proposal and creates a professional invoice instantly.

3

Sent & Payable

Invoice is sent via Wave with a payment link. Client pays online — card, bank transfer, or payment plan if configured.

4

Accounting Updated

Payment received syncs to Wave Accounting automatically. If overdue, follow-up sequences fire on schedule.


The Revenue Cycle Runs Itself

✍️

E-Signature Trigger

The signed proposal is the trigger. No manual handoff, no reminder to create an invoice — it all fires automatically.

📄

Invoice Auto-Generation

Every line item, price, and term from the proposal is automatically mirrored onto a professional invoice.

💳

Wave Payment Integration

Invoice is delivered via Wave with a direct payment link. Multiple payment methods supported out of the box.

📊

Accounting Sync

Every transaction — invoice sent, payment received, partial payment — syncs to Wave Accounting automatically in real time.

🔁

Overdue Follow-Up

If payment isn't received by the due date, automated follow-up sequences fire — politely at first, urgently if needed.

🎉

Completion of the Loop

From first call to paid invoice — the entire client journey is handled by AI. Zero admin. Zero dropped balls. Ever.


From Zero to Fully Automated

You've seen all six systems. Together they form a complete, compounding revenue engine — running 24/7, without a single manual step.

01 · Website 02 · Video 03 · Phone Agent 04 · Follow-Up 05 · Proposal 06 · Invoice ✓
See It All in Live Demos