Invoices Module Overview

Invoices Module Overview

Invoices are connected to contacts in your CRM. 

Within a contact record, you can:
  1. Create a new invoice.
  2. Edit an invoice with change orders.
  3. Send an invoice via email.
  4. Export an invoice to PDF.
  5. Delete an invoice.
When entering a new invoice, you'll see Product Name on the Invoiced Items table. The options are all Records from the Products Module. In order to select Items for Invoices, they'll need to be added as Products.


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