Manage Invoices with Contacts

admin

2 min read

Updated: November 29th, 2021

Where can I manage the invoices sent to my contacts?

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

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.

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

4. To add more invoices associated with your contacts, 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’.