Manage Invoices with Prospects

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2 min read

Where can I manage the invoices sent to my prospects?

1. To view the invoices associated with your prospects, go to the ‘Prospects’ section.

saphyte prospects tab

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

saphyte search box

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

sapyte Invoices Tab

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

saphyte create

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