This is a bit of a long one so please bear with me. 

1. We are a service company, so our products don't require inventory or stock.

2. We charge customers up front - so there is no sales cycle (ie Potentials) - all our customers that we enter into the CRM are won.

3. Our product/service however, does have a lifecycle which needs to be tracked. So for example, we sell SEO. 

- The customer begins as a new customer

- Once they get their website optimised, we need to change a stage to "Website Optimised'

- One a keyword is in top page Google, we change stage to "Front Page Google Achieved"

etc.

4. Some customers can have more than one service - they might buy SEO, a website and a social media product. Each of these products require up to 50 customised fields (website domain, username, password, keyword 1, keyword 2, etc etc).

5. Our customers pay using our site with eWay.com.au, not paypal, so we have no way to automatically invoice them out.

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At the moment, this is our workflow:

1. All customers come in as leads to be approved and sit in the "approve leads" section

2. Then they get approved to accounts + potentials. The customer detail goes to accounts and the product is remapped to potential type, and the details specific are recorded as extra fields in the potential (which is a problem because we have 10 products so we're building a massive field list in potentials for multiple products and now we're maxed at 50) - here's a snapshot.  

3. As you can see, we use Stages in Potentials to manage the different stages a product/service can be in - so we can trigger automations and rules.

4. We are forced to create invoices from email templates pulling the price from potential field - but it's an email, not an invoice. The problem is we don't know how to send an actual invoice automatically the minute the sale is in the system.

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I would like ideally to achieve the following somehow:

1. I'd like to have our products/services managed in the products section instead of as a potential - where we can update fields specific to that specific product.

2. I'd like to be able to change a "stage" of a product for where it's at and that it can still be made to trigger automations/workflows

3. I'd like to have a system where when the customer purchases the product off our site, an invoice is automatically generated to the customer.

Please help me