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Create Invoices From Contact or Opportunity

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  • CFischer
    replied
    Yes, that's great!
    Thanks,
    Carolyn

    Leave a comment:


  • CnP.Support
    replied
    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

Name:	Invoice_Virtual_Terminal_Button.jpg
Views:	1
Size:	140.4 KB
ID:	15400

    Leave a comment:


  • CFischer
    started a topic Create Invoices From Contact or Opportunity

    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
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