How to issue invoices and manage documents directly from the customer profile
Created:
2016-08-11
Last updated: 2021-11-09
Last updated: 2021-11-09
Post view count: 4201
InvoiceOcean lets you issue invoices and manage documents directly from the customer profile.
Just open the Clients tab and select the client you want to issue an invoice to.
You will see the customer's profile with four buttons in the bottom left-hand corner: Issue invoice, Issue expense invoice, View all invoices, See expenses.
Using this panel you can easily manage existing documents or issue new ones.
Just open the Clients tab and select the client you want to issue an invoice to.
You will see the customer's profile with four buttons in the bottom left-hand corner: Issue invoice, Issue expense invoice, View all invoices, See expenses.
Using this panel you can easily manage existing documents or issue new ones.
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