New Invoice Button: How to edit?
Answered
I see that there's a new button next to the quote and contract buttons at the bottom of a lead page-great upgrade! How do you edit that invoice template?
I see that there's a new button next to the quote and contract buttons at the bottom of a lead page-great upgrade! How do you edit that invoice template?
In Settings->Contract Templates, you can create a new document and change the Type to "Invoice."
In Settings->Contract Templates, you can create a new document and change the Type to "Invoice."
Thanks!
Thanks!
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