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.
- Navigate to a contact record
- Click More
- Click Add payment, invoice, or quote
- Click Add an invoice to start creating your invoice
Keap Academy
For more on this topic, check out this training from Keap Academy. Learn at your own-pace as experts walkthrough the set up and application of these features with context and strategic insight.