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How to Manually Create an Invoice via the Proposal
How to Manually Create an Invoice via the Proposal

This article will show you how to manually create an invoice via the proposal.

Jeremy Harrison avatar
Written by Jeremy Harrison
Updated over 11 months ago


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1. Click on the Proposal Link

Click on the Proposal Link


2. Click on View Portal

Click on View Portal


3. Sign the Proposal

Sign the Proposal


4. Click on Submit Signature

Click on Submit Signature


5. Click on Accept (or Pay Offline Button)


6. The Deal Card Will Move Automatically to the Jobs Pipeline & an Invoice Link Will Be Created

The Deal Card Will Move Automatically to the Jobs Pipeline & an Invoice Link Will Be Created


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