Who This Is For / When to Use
Use this feature if you:
Send documents or contracts that include products or pricing.
Want invoices created automatically after signing.
Need to collect one-time or recurring payments immediately after signature.
Use workflows to automate document and invoice delivery.
Automatic Invoice Creation After Document Signing
When a document or contract is signed, Kyrios can automatically generate an invoice.
How Automatic Invoice Creation Works
An invoice is created when the document is accepted or signed.
The invoice copies:
Product line items
Taxes
Discounts
from the product list elements inside the document.
If multiple product list elements exist, Kyrios generates one cumulative invoice.
If no product line items exist, no invoice is created.
Where the Invoice Appears
The invoice is created in the Invoices section.
It is linked to the related document and contact.
How to View and Edit the Generated Invoice
Accessing the Invoice
Go to Payments in the left menu.
Click Documents & Contracts.
Select All Documents & Contracts.
Click the three-dot menu next to the document.
Select View Invoice.
What You Can Do
Review all line items, taxes, and discounts.
Edit the invoice if needed.
Send the invoice to the client manually.
Automatically Sending Invoices After Signing
Kyrios can send invoices automatically without manual review.
Enable Automatic Invoice Sending
Go to Documents & Contracts.
Open Settings.
Under Product Invoicing, enable Send invoices automatically after document completion.
Save your changes.
Behavior When Enabled
The invoice is emailed automatically to the primary signer.
No manual review is required.
Direct Invoice Payments After Document Signing
Kyrios supports immediate payment after a document is signed.
What This Does
The signer is redirected to the invoice immediately after signing.
Eliminates the need for separate invoice follow-ups.
Improves payment completion rates.
How to Enable Direct Payment
Create or upload a document.
Add a one-time product list.
Enable Direct Payment in the product list settings.
Send the document for signing.
After Signing
The primary signer is redirected to the invoice.
Payment status is tracked in:
The document record
The invoice section
Recurring Payments After Document Signing
Kyrios supports recurring billing tied to document signatures.
Supported Behavior
Recurring invoices can start immediately upon signing.
Future invoices follow the selected billing frequency.
The signing date can control the billing schedule.
Example
Document sent: January 21
Document signed: January 25
Monthly recurring product
Next invoice date: February 25
Recurring Product Rules in Documents
Product Behavior
One-time products are always treated as one-time.
Recurring products with setup fees create:
One recurring line item
One one-time setup fee line item
Product List Display
Product lists clearly indicate:
One-time products
Recurring products
Document Invoice Settings Explained
Generate Invoice at the Time of Signing
Enabled:
First invoice is generated immediately when signed.
Recurring schedule starts from the signing date.
Disabled:
You set a specific invoice date.
Invoice sends only if the document is signed before that date.
Enable Direct Payment
Redirects the primary signer to the invoice after signing.
Sends an invoice email automatically.
Enable Send Invoice
Enabled: Invoice is emailed automatically after signing.
Disabled: Invoice is saved as a draft for manual review and sending.
Sending Invoices Using Workflows
Invoices can be automated using workflows.
Workflow-Based Sending
Create a workflow using a document template.
Trigger the workflow based on your chosen event.
The document and invoice are sent automatically.
Signer Experience
The signer receives the document.
After signing:
They are redirected to the invoice.
An invoice email is also sent for later access.
Common Issues and Fixes
Invoice Was Not Created
Confirm the document contains at least one product line item.
Verify the document was fully signed.
Invoice Not Sent Automatically
Check Send invoices automatically after document completion is enabled.
Confirm Enable Send Invoice is turned on in document settings.
Recurring Invoice Did Not Start Immediately
Verify Generate Invoice at the Time of Signing is enabled.
FAQ
What triggers automatic invoice creation?
An invoice is created when a document or contract is accepted or signed.
What information is included in the generated invoice?
The invoice includes all product line items, taxes, and discounts from the document’s product lists.
Can I edit the invoice before sending it?
Yes. Use View Invoice from the document’s three-dot menu to review and edit before sending.
How does recurring billing work after signing?
The first invoice can be generated immediately upon signing, with future invoices scheduled based on the selected frequency.
Can I control one-time vs recurring products?
Yes. Products configured as one-time or recurring retain their behavior inside documents.
What happens if multiple product lists exist in a document?
Kyrios generates one cumulative invoice that includes all line items and discounts from every product list.