How to send an invoice to your customers.
How to send an invoice to your customers.
Easily setup and invoice your customers from your project management and crm account.
Written by Mydev Management Official
18 Aug 2022, 15:25
To create and send an invoice directly to a customer:
- First, ensure all customer data has been entered and is accurate.
- Go to 'Finance'
- Then 'Invoices'
- Then click 'Add Invoice' in the top right corner
- Then fill in the information as needed. The more detail the better, this will help with your records and your customer's records.
- Ensure that you have already created a product or service under the 'Products' tab
- Ensure all information is correct
- Then click 'Save'
