Searching for the ultimate guide to send invoice workflow automation? You’ve landed in the right place. In this comprehensive walkthrough, I’ll share how businesses streamline billing and accelerate payments by automating the send invoice process with Keap. Whether you’re a freelancer juggling dozens of clients or a growing small business aiming for greater efficiency, this guide covers every angle—from initial setup to advanced optimizations.

Manual invoicing can lead to late payments, missed follow-ups, and hours wasted on administrative tasks. I’ve seen teams lose revenue simply because they didn’t systematize the send invoice routine. That’s where Keap shines: it centralizes contacts, automates reminders, and tracks financial performance in one platform. Ready to cut billing time in half and get paid faster? Try Keap Free for 14 days Today and discover true automation freedom.

What is Keap?

Keap is a small business CRM and marketing automation platform designed to eliminate manual tasks and streamline sales, marketing, service, and operations. At its core, Keap helps you collect lead and customer information in one unified database, segment audiences, and personalize communications based on behavior and lifecycle stage. For invoicing, Keap manages payments, automates invoice creation and follow-up, and provides real-time dashboards so you never miss an overdue invoice again.

With Keap’s drag-and-drop Automation Builder, you can design workflows that trigger invoice creation as soon as a project reaches completion or a product ships. You’ll automate invoice emails, payment reminders, and thank-you messages—ensuring every customer interaction feels timely and professional without any extra effort.

Keap Overview

Founded over a decade ago, Keap emerged from the vision of empowering solopreneurs and small businesses to scale without adding administrative overhead. The mission was simple: give non-technical users an intuitive toolkit to automate repetitive marketing and sales tasks. Over the years, Keap has grown to support thousands of businesses worldwide, earning awards for its ease of use and customer success programs.

Key milestones include the launch of built-in payment processing in 2018, the introduction of Keap AI for intelligent segment suggestions and content recommendations, and the expansion to over 5,000 third-party integrations—connecting Keap to popular apps like QuickBooks, Zoom, Shopify, and more. Today, Keap serves as a powerhouse platform uniting CRM, email and text marketing, sales pipeline tracking, appointments, landing pages, payments, and comprehensive reporting.

Pros and Cons of send invoice Automation

Pros:

1. Time Savings: Automated invoicing cuts hours of manual data entry each week.

2. Faster Payments: Automated reminders and one-click payment links help you get paid up to 2x faster.

3. Professional Branding: Custom invoice templates maintain consistent brand identity on every bill.

4. Real-Time Tracking: Dashboards show outstanding invoices, revenue forecasts, and payment statuses instantly.

5. Reduced Errors: Pre-filled fields and automated calculations minimize mistakes in pricing, taxes, and totals.

6. Scalable Workflows: Set up multiple invoice sequences for different client segments or project types with a single drag-and-drop builder.

Cons:

1. Learning Curve: New users may need time to explore all automation features and build advanced workflows.

2. Pricing Threshold: Entry-level plan caps at 1,500 contacts and two users, which may require an upgrade for larger teams.

Keap Features for send invoice

Automation Builder

Design custom workflows that automate every step—from invoice generation to payment confirmation. Key capabilities:

• Drag-and-drop interface for mapping triggers, actions, and conditions.
• Automatic invoice creation when deals close or service tasks complete.
• Follow-up reminders sent via email or SMS on configurable schedules.
• Conditional paths to handle partial payments, failed transactions, or account credits.

Payments & Invoicing

Manage all billing operations directly within Keap:

• Accept credit cards, ACH, and PayPal payments.
• One-click payment links embedded in invoice emails.
• Automated recurring invoices for subscriptions or maintenance plans.
• Revenue tracking and overdue invoice alerts to keep cash flow healthy.

CRM & Contact Management

Centralize client data to personalize invoice communications:

• Store billing addresses, payment terms, and contact preferences.
• Segment contacts by payment history, industry, or project type.
• Trigger custom reminders for VIP clients or high-value accounts.

Email & Text Messaging

Boost invoice open rates and payment speed with multi-channel reminders:

• Responsive invoice email templates with dynamic merge fields.
• Automated SMS notifications for overdue invoices or upcoming due dates.
• Detailed deliverability and engagement reports to optimize messaging cadence.

Keap Pricing

Keap offers a transparent pricing structure designed for small teams that want to grow:

Pro Plan

Starting at $299/month (billed monthly) or save 17% with annual billing.

• Ideal for solopreneurs and small teams up to two users.
• Includes up to 1,500 contacts, full CRM, automation builder, email & SMS, landing pages, payments, appointments, and reporting.

Additional Contact Add-On

Scale your contact limit with flexible add-on packs.

• Pay only for the contacts you need.
• Maintain the same automation and user capabilities.

Ready to see how Keap can streamline your send invoice process? Sign up for a free trial and explore every feature risk-free.

(2nd link) Visit this trial page to get started.

Keap Is Best For send invoice Automation

Freelancers & Consultants

Streamline billing for one-off projects with auto-generated invoices and payment reminders—no more chasing clients manually.

Small Service Businesses

Automate recurring invoices for maintenance contracts, membership fees, or subscription services without juggling spreadsheets.

Agencies & Creative Firms

Customize invoice sequences per client tier, launch multi-channel follow-ups, and integrate with accounting tools like QuickBooks.

Benefits of Using Keap for send invoice

• Improved Cash Flow: Automated reminders and one-click payments reduce days sales outstanding (DSO).
• Consistent Branding: Professionally designed invoice templates reinforce your brand on every communication.
• Reduced Administrative Overhead: Eliminate manual data entry and focus on revenue-generating activities.
• Scalable Processes: Easily duplicate and tweak workflows as your business grows or service offerings expand.
• Enhanced Client Experience: Personalize invoice emails based on client preferences and payment history.

Customer Support

Keap’s support team is renowned for quick response times and deep product knowledge. You can reach them via live chat, phone, or email—often getting answers within minutes. They also offer one-on-one coaching sessions and on-demand training to help you master the automation builder and invoice workflows.

Dedicated account managers and a robust knowledge base ensure you’re never left guessing. From step-by-step guides to troubleshooting FAQs, Keap’s customer support ecosystem has you covered at every stage of implementation.

External Reviews and Ratings

Users consistently praise Keap for its intuitive interface and comprehensive automation capabilities. Many highlight how the platform transformed their invoicing process, resulting in faster payments and fewer late-payment headaches. On major review sites, Keap boasts an average rating above 4.5 stars, with customers lauding its responsive support and rich feature set.

Some feedback points to the initial learning curve when setting up complex workflows—but most users agree that the time invested pays dividends through time saved and revenue recovered. Keap regularly updates its platform based on user suggestions, addressing minor pain points and rolling out enhancements every quarter.

Educational Resources and Community

Keap offers a wealth of resources to help you optimize your send invoice process. Access the official blog for best practices, watch on-demand webinars that demo real-world workflows, or join live training sessions led by product experts. The Keap user community forum is a vibrant space where fellow entrepreneurs exchange tips, share templates, and offer troubleshooting advice.

Additionally, Keap’s Proven Automation Templates library features pre-built billing workflows you can import in a click—jumpstarting your automation journey without building from scratch.

Conclusion

Automating the send invoice workflow is one of the fastest ways to boost cash flow, reduce administrative overhead, and deliver a polished client experience. With Keap’s all-in-one CRM, payment processing, and drag-and-drop Automation Builder, you can eliminate manual billing tasks and focus on growing your business. Experience the difference for yourself—sign up now and see invoices go out automatically, reminders sent on schedule, and payments land in your bank account faster. Try Keap Free for 14 days Today