Manage Invoices with Contacts

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2 min read

Where can I manage the invoices sent to my contacts?

1. To view the invoices associated with your contacts, go to the ‘Contacts’ section.

saphyte contacts tab

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

saphyte contacts list

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 contacts, 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