Figure: Invoices Screen.
To bill for completed services:
- Click the Load Billable Activities button. All completed, billable activities associated with this contact will be available to be selectively loaded as line items on this invoice.
To bill for single items at list price:
- Click the Rapid Add button and select the products you would like to have appear on the invoice. Click the Add Selected Products button.
Figure: Rapid Add Products to an Invoice Screen.
To add more than one quantity of an item or to add an item with a price other than the default price:
- Click the Add button to open the Invoice Line Items screen. Select a Product from the drop down and change other fields on the screen as necessary. Click the Save icon to save the record. To add another line item, click the Add icon and repeat this step as necessary. Close the screen when you have added all line items.
Figure: Invoice Line Items Screen.