How to create a quote invoice for a Lead

View an invoice Quote (not paid yet) as an admin in the Lead edit drawer and go to Files > click the eye icon. You can also copy the link to the Quote by clicking on the share icon. Customers can also view their invoices in their client portal.

1. From your dashboard, select the Leads icon
2. Select the Lead that you want.
3. Select Quotes tab, and select Create Quote.
4. Input the values you want, using +Add package or +Add product.
5. Click on Save Quote so that the quote can be added as an invoice.
6. Select Files tab.
7. On the relevant Quote, click on the Eye icon to view the invoice.
8. The invoice will open, allowing it to be downloaded or printed.
9. Clicking on the Share icon will copy the link to your clipboard
10. Close the Invoice, using the "X"
11. Click Save and close the drawer by clicking on the "X"