📃Create Invoice

In this section you will learn how to generate a New Invoice

Let’s imagine a situation where you need to generate an invoice for official purposes, accounting needs, or legal requirements.

If that’s the case, you’re in the right place—and this is your go-to tutorial. For this example, we’ll use the first payment we completed, from the tutorial on 🤝 New "Sales Call" Close ("automatic from an existing Call ID"). So hopefully, you’ve read that one! 🙂

1. Filling out the Payment Tool

When you want to register a 🧾 Create Invoice ("from an existing payment ID")

This works similarly to the Scheduled Payment—it pulls all the necessary information directly from the Payment ID. So let’s fill everything out correctly.

2. Filling out the Master Form

When registering a 🧾 Create Invoice ("from an existing payment ID")

Now that we’ve filled everything out correctly, let’s head to our best friend: the Master Form.

Invoice Example

Here is an example of the final invoice once you have completed the Master Form.

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