Invoices - How to send from a contact record

This article applies to:

Create and send invoices from your app. You can even add a Pay now button so customers can easily pay online, and automatically send a follow up email when customers pay you. Ensure you have set up a merchant account to get paid.

  1. Navigate to a contact record
  2. Click More
  3. Click Add payment, invoice, or quote
  4. Click Add an invoice to start creating your invoice