Скачать или смотреть How to Create & Send Client Invoice | PromoXCRM | GPPPN

how to create and send invoices to your clients using PromoXCRM, step by step.

What you’ll see:
• Navigating to the Invoices section in PromoXCRM
• Filling out invoice details: client info, line items, amounts, taxes, etc.
• Customizing invoice fields such as due date, notes, and terms
• Previewing the invoice before sending
• Sending the invoice via email or through client portal
• Tracking invoice status (sent, viewed, paid)

Whether you’re new to the system or just want a refresher, this walkthrough will help you manage billing confidently and efficiently.

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