Invoices - How to send from a contact record

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