Invoice a contact group

Here's how to create an invoice for each contact added to a contact group.

  1. In the Accounts menu, select Sales.
  2. Click the arrow next to New and select the contact group you want to invoice.
  3. Enter details in the invoice fields.
  4. 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.
  5. Click Create draft invoices.
  6. Approve the invoices (or submit them for approval).