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  • What is the purpose of Invoice Billing Object
  • How to add a trigger to Invoice Billing records
  • How to send Invoices

How to send Invoices

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Written by admin
March 29, 2024

1. Select the “Invoices” item from the upper menu.
2. Click the “New” button on the right side of the page.
3. Click the dropdown menu and select the desired invoice billing.

4. Following that, a list of your opportunities will be displayed. Check the necessary boxes to Email or Print.

5. Click “Generate Invoices”.
6. The invoices are emailed or printed. A PDF icon appears in the “PDF” column, which you can open and download.

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Related Articles
  • How to add a trigger to Invoice Billing records
  • What is the purpose of Invoice Billing Object
  • What is the purpose of Invoice Template Object
  • How to add Products to an Opportunity
  • How to create an Opportunity
  • How to create a Price Book

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