With the correct permissions, Invoices can be created in both the Management Portal and the App.
To create Invoices using the Management Portal,
- Select CRM from the top menu bar
- Select Invoices from the drop-down menu.
- On the right hand side of the screen select the Green + New Invoice button.
To create Invoices using the App,
- Select the Accounts icon.
- Select the Invoices icon.
- Press the + button in the bottom right hand corner of your screen.