Do I have the ability to create an invoice out of IO?
To add an invoice, go to Settings->Contract Templates. Add a new template and type Invoice for the name. Delete the terms and signature at the bottom.
To use it on a lead, go to the Contract tab, edit it, and click Add Contract on the bottom-right. Then choose Invoice from the drop-down and save.
After doing so it may switch the status of the lead, so you might want to switch it back.
Now you can sect it on the drop-down and view or email it.
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The same question
To add an invoice, go to Settings->Contract Templates. Add a new template and type Invoice for the name. Delete the terms and signature at the bottom.
To use it on a lead, go to the Contract tab, edit it, and click Add Contract on the bottom-right. Then choose Invoice from the drop-down and save.
After doing so it may switch the status of the lead, so you might want to switch it back.
Now you can sect it on the drop-down and view or email it.
To add an invoice, go to Settings->Contract Templates. Add a new template and type Invoice for the name. Delete the terms and signature at the bottom.
To use it on a lead, go to the Contract tab, edit it, and click Add Contract on the bottom-right. Then choose Invoice from the drop-down and save.
After doing so it may switch the status of the lead, so you might want to switch it back.
Now you can sect it on the drop-down and view or email it.
Replies have been locked on this page!