Skip to main content
All CollectionsProposals & Invoices
How to Manually Generate an Invoice
How to Manually Generate an Invoice

See below steps for generating an Invoice for a Proposal that does not have one attached in the Jobs Pipeline.

Laura Cuadros avatar
Written by Laura Cuadros
Updated over a week ago

​


​

1. Click on Jobs Pipeline

Click on Jobs Pipeline

2. Look for the deal you would like to create the invoice for

Look for the deal you would like tocreate the invoice for

3. Click on the Proposal #

Click on the Proposal #

4. Scroll down to the bottom

Scroll down to the bottom

5. You will see this option

You will see this option

6. Click on Click here

Click on Click here

7. Your invoice will be created

Your invoice will be created
Did this answer your question?