Add a Product to an Invoice

Steps:

  1. Open an Order Form
  2. Check the boxes for the products you want to add to an invoice
  3. A blue bar will appear at the top
  4. Click the "Add to Invoice" button
  5. You can create a new invoice or select the desired option

 

NOTE: StartUp users have invoicing feature while Business users have invoicing+ feature available on their account. You can check this article to know more about the difference between the two.