Add Purchases/Invoices directly to your Contacts
You can now add Purchases/Invoices directly to your Contacts.
- Find your contact
- Click on the Purchases Tab
- Click on the blue "Add a Purchase" button
- Enter the amount/details and date
- Then click Add
Once you have done that you can Email, Pay, Delete etc directly from your Payments Report
Contacts can also log in to the website and pay or via the public payments page.
Yes - I am interested in this type of Service