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Invoices

Perry L. shared this question 8 years ago
Answered

Do I have the ability to create an invoice out of IO?

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To add an invoice, go to Settings->Contract Templates. Add a new template and type Invoice for the name. Delete the terms and signature at the bottom.


To use it on a lead, go to the Contract tab, edit it, and click Add Contract on the bottom-right. Then choose Invoice from the drop-down and save.

After doing so it may switch the status of the lead, so you might want to switch it back.

Now you can sect it on the drop-down and view or email it.

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