How to send an invoice to your customers.
How to send an invoice to your customers.
Written by Kore Admin Official
18 Aug 2022, 15:25
Easily setup and invoice your customers from your project management and crm account.
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'
