Manage Invoices with Leads

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2 min read

Where can I manage the invoices sent to my leads?

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

saphyte leads tab

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.

saphyte search box

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

saphyte invoices tab

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

saphyte create invoicce

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

saphyte invoice details

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

saphyte invoice template