Manage Invoices with Leads

admin

2 min read

Updated: November 29th, 2021

Where can I manage the invoices sent to my leads?

1. To view the invoices associated with your leads, go to the ‘Leads’ section.

2. Choose the Lead profile under the Leads List. For easier search, you can use the ‘Search’ box. Enter either the code, name, phone number, or email address to pull up the lead data, or just select the lead profile from the leads list.

3. Click on the ‘three-dot’ icon or known as the ‘kebab’ button and select ‘Invoices’.

4. To add more invoices associated with your leads, click on the ‘+CREATE’ button.

5. Fill out all the necessary invoice details and click on ‘NEXT’.

6. Select a template from our available template selection. Once done, click on ‘CREATE INVOICE’.