When developing invoices for clients
-First log into your SayPro profile then click on the dashboard in the top left corner.
-Look for Jetpack CRM on the lefthand side of the screen.
-Under Jetpack CRM you have invoices, click invoices then open up the tab and select add new then you can develop the invoice.
Below are the steps to develop the invoice.
–Ensure the client is registered with SayPro so you can be able to select their profile under contacts, if they are not registered you can allow them to complete the application form.
-Under Assign invoice to, enter the client’s email address or name. The client’s profile will appear then you select it.
-Customize, you can choose between quantity or hours depending on the service.
-Description, enter the item title and the item description.
–Enter the price as well as the quantity of the item, you can also add the tax if applicable.
-There are associated files at the bottom you can add if there are any needed
-Ensure to add the correct invoice date, due date and whether the invoice should be paid via online or bank Transfer.
-Once done with the invoice remember to double check save and send.
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