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Create a New Invoice in RocketCRM
Create a New Invoice in RocketCRM
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Written by Samantha McLarty
Updated over 2 weeks ago

  1. Click "Payments"

  1. Click "New"

  1. Click "New Invoice" or "Recurring Invoice"

  1. Click this icon.

  1. Select the customer to be invoiced.

  1. Click "Add Product"

  1. Click this icon.

  1. Select the product to be invoiced. Make sure all relevant information is added (discounts, tax, etc).

  1. Click "Send".

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