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Create Invoices From Contact or Opportunity

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  • Create Invoices From Contact or Opportunity

    Is there a way to create an invoice from the Contact or Opportunity Record similar to how we do Manual Opportunity Settlement.
    It would be more convenient to have the Create invoice button on one or both of those records.

    thanks,
    Carolyn

  • #2
    Hi Carolyn,

    Are you looking for the Invoice button that takes you directly to the C&P Invoice with the contact information already filled?

    Is this what you need?

    Click image for larger version

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    • #3
      Yes, that's great!
      Thanks,
      Carolyn

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