Invoicing Workflows with Gravity Flow and Sprout Invoices

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The fine folks over at Gravity Flow have released a new update — which integrates with Sprout Invoices! Gravity Flow is a commercial plugin for WordPress which provides a Workflow platform for forms created in Gravity Forms.

 

How it Works

Administrators can add workflow steps at any point in the process to create estimates and invoices at a time of their choosing. Once you have mapped your form via the Sprout Apps > Sprout Invoices > General Settings page you’re ready to add your workflow step. You can add a Sprout Invoices step at any point in the workflow. For example, you might want to create an invoice in the middle of a workflow after some user input and approval steps.

With the Sprout Invoices Workflow you guide your customers/clients/leads in a n automated process with a single form.

Here’s a great example from Gravity Flow that shows how a translation service might use the integration:

  1. Estimate requested
  2. Documents sent to be translated
  3. Estimate approved and translation starts
  4. Approve translations for project completion
  5. Invoice paid

The diagram below shows the process in detail:

I highly recommend that you check out Gravity Flow, especially if you already use Gravity Forms.