How do I create a new invoice? : Formitize Help Desk

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How do I create a new invoice? Print

Modified on: Fri, 22 Apr, 2022 at 12:37 PM

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.

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