Invoice a contact group
Here's how to create an invoice for each contact added to a contact group.
- In the Accounts menu, select Sales.
- Click the arrow next to New and select the contact group you want to invoice.
- Enter details in the invoice fields.
- Choose which branding theme to use:
- Select a branding theme to apply to all contacts in the group.
- Leave this field blank to use the default branding theme you've set up for each contact.
- Click Create draft invoices.
- Approve the invoices (or submit them for approval).