📃Create Invoice

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

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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").

⚠️ Remember that each invoice is linked to the original payment via its respective fields and is then automatically sent to the lead's email address.

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1. Filling out the Payment Tool

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

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This works similarly to the Scheduled Payment. First, start by filling out the Payment Tool. In the "Payment Type" menu, select "Create Invoice" and then choose the specific payment for which you need to generate an invoice.

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2. Filling out the Master Form

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

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

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Invoice Example

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

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