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

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How do I create a new invoice? Print

Modified on: Thu, 6 Apr, 2023 at 3:09 PM

With the correct permissions, Invoices can be created in both the Web Portal and the App.

To create Invoices using the Web Portal, go to CRM > Invoices > + New Invoice

To create Invoices using the App, go to Accounts > Invoices > + (to create a new invoice)

Invoices can be created through a job, in the CRM contact itself and on the Web Portal Dashboard through Quick Actions Add New icon.

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How do I create a new invoice? Print

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