1. Tap the plus button and select “Invoice”
Option 2: Tap on “Invoices” then tap on the plus button
2. Tap “choose a client” and select a client from your Duranta CRM
3. Select one of the client’s proposals
Duranta will automatically import all of your proposal's line items, quantities, units and prices
💡Note: you can edit items on the invoice by tapping the ellipses (...)
4. Click on done when finished
Your invoice is now a draft - it has not yet been sent
Click on it to preview it before sending
5. Preview your invoice
Once satisfied with how it looks, tap "Share" to send it
6. Track the activity history of the invoice by clicking on the invoice
