Invoices in Mobile CRM

Now you can work with invoices in the Mobile app. You can find them in a separate tab in your Mobile CRM.

Create an invoice

Go to CRM and open the Invoices tab.

Tap on + in the bottom right corner and select Invoice.

Complete the form and specify the invoice recipient.

Add products

Open the Products tab in the top menu of the invoice form. Then tap on + in the bottom right corner. Select or create a product to add to the invoice.

Generate a document

Invoices support document generation in the Mobile app. Add a new document or use a template.

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