How do I create a new Purchase for a specific contact? : Formitize Help Desk

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Modified on: Wed, 19 Feb, 2025 at 12:19 PM

You can add new Purchases to a client in both the Web Portal and the App.

In the Web Portal go to CRM > All Contacts > edit arrow for the contact > Accounts tab > Purchases tab > New Purchase.

In the App go to CRM > select Contact > select Accounts tab > select Expenses > select the + symbol in the bottom right.

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