1. Click on Jobs Pipeline
2. Look for the deal you would like to create the invoice for
3. Click on the Proposal #
4. Scroll down to the bottom
5. You will see this option
6. Click on Click here
7. Your invoice will be created
See below steps for generating an Invoice for a Proposal that does not have one attached in the Jobs Pipeline.
Written by Laura Cuadros
Updated over 11 months ago