Associate Invoices with a Deal

admin

2 min read

Updated: July 22nd, 2021

To associate an invoice with a deal:

1. Go to the ‘Sales’ tab and click on ‘Deals‘.

2. Click on the specific deal you want to associate invoices with. You can also use the ‘Search’ box and the filter for an easier search of your deals.

3. Click on the ‘Invoices‘ tab. This is where you can find existing invoices associated with a deal or you can also associate an existing invoice directly from here by clicking ‘Associate Invoice‘

To create a fresh invoice directly from the deal, click on ‘Create‘ or ‘Create New Invoice‘