Create an Invoice

admin

3 min read

Updated: December 27th, 2021

There are four ways that you can create an invoice in the system.

Via Invoices Menu

1. Go to the Sales tab and click on the Invoices.

2. Click on ‘Create New Invoice‘ or ‘Create’

Via Contacts/Leads/Prospects/Customers

1. Select the recipient you want to send an invoice to from the Contacts/Leads/Prospects/Customers pool.

2. Click on the ‘Invoice‘ from the floating action buttons.

You can also create an invoice by clicking the kebab menu and selecting Invoices. Click on ‘Create New Invoice‘

Via Companies

1. Go to the Companies tab

2. Select the company account you would like to send an invoice to. Click on the kebab menu and select Invoices.

3. Click on ‘Create‘ or ‘Create New Invoice‘

Via Deals

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 ‘Create‘ or ‘Create New Invoice‘