Invoice a contact
Start the invoice from the customer, with their details and defaults already in place.
Step by step
- Open “Contacts” and the contact’s name.
- On its detail, choose “Invoice”. The form opens with the customer and its defaults filled in.
- Continue as with any invoice: the dates, the lines and “Create the invoice”.
Good to know
On a large screen, the form’s back button returns you to the contact. The issued invoice links back to it.