Invoices and Payments

Dynaris allows you to create, manage, and automate invoicing directly within your workflows. Invoices are fully integrated with your contacts, conversations, and automation, enabling you to handle billing without switching between tools.

Instead of manually generating invoices and tracking payments, Dynaris lets your AI agents manage the entire process.

What You Can Do

The Invoices module enables you to:

• Create and send invoices to customers
• Track payment status and billing activity
• Link invoices to contacts and deals
• Automate invoice generation through workflows
• Trigger follow-ups for unpaid invoices

This allows billing to become part of your automated operations rather than a separate process.

Creating an Invoice

You can create invoices in multiple ways.

From the Dashboard

1. Open the Invoices section
2. Click Create Invoice
3. Add customer details, items, and pricing
4. Review and send the invoice

Using the AI Assistant

You can also create invoices through natural language:

"Create an invoice for this contact for $500 for consulting services"

Dynaris will:

• Identify the contact
• Generate the invoice
• Fill in the details
• Prepare it for sending

Managing Invoices

The Invoices module provides a centralized view of all billing activity.

You can:

• View all invoices and their status
• Track whether invoices are paid, pending, or overdue
• Edit or update invoice details
• Resend invoices when needed

This helps you stay organized and maintain visibility over your revenue.

Payment Tracking

Dynaris tracks invoice status automatically.

For each invoice, you can see:

• Payment status (pending, paid, overdue)
• Creation and due dates
• Linked contact or customer
• Payment history (if applicable)

This ensures you always know the current state of your billing.

Automation with Invoices

Invoices can be integrated into workflows and automation.

Examples:

• Generate an invoice after a meeting is completed
• Send invoices automatically after a deal is closed
• Trigger reminders for overdue payments
• Send follow-up emails if payment is not received

This removes the need for manual billing processes.

Linking Invoices to Contacts

Invoices are connected to your Contacts and Leads modules.

This allows you to:

• View billing history for each contact
• Track payments alongside communication
• Use contact data when generating invoices

This creates a unified view of your customer interactions and transactions.

Using Invoices with AI Agents

AI agents can:

• Create invoices based on instructions
• Update invoice details
• Send invoices to customers
• Trigger follow-ups for unpaid invoices
• Include invoices in broader workflows

This allows billing to be handled as part of larger automated processes.

Notifications and Follow-Ups

Dynaris can notify you or take action when invoice-related events occur.

Examples:

• Notify you when an invoice is overdue
• Send reminders to customers automatically
• Trigger internal alerts for high-value invoices

This ensures timely follow-ups without manual tracking.

How It Fits Into Dynaris

The Invoices module works alongside:

• Contacts and CRM for customer data
• Scheduling and workflows for automation
• AI Agents for execution
• Integrations for external systems

This allows invoicing to be fully embedded within your operational workflows.

Best Practices

• Link invoices to contacts for better tracking
• Use clear descriptions for items and services
• Automate reminders for overdue payments
• Review invoice status regularly
• Integrate invoicing into your workflows

What's Next

• Create your first invoice
• Link it to a contact or lead
• Set up automated follow-ups
• Integrate invoicing into your workflows

Invoices in Dynaris are not just records — they are part of a connected system that automates your billing and payment processes end to end.