Quick Actions: Create Invoices
The New button on the Customer Profile screen opens the Quick Actions menu, allowing you to create payments, charges, credits, and invoices on the customer account. This menu is accessible from every tab on the Customer Profile screen and allows you to manage essential account functions quickly and efficiently. Clicking the Invoice option displays the Generate Invoice window where you can generate an invoice for all unposted transactions on the customer's account.
| NOTE: At this time, you can only generate an invoice for all unposted transactions on the customer account. The option to create invoices for specific charges will be available in a future release. |
Simply click the Confirm button to create the invoice on the customer's account. Once created, the invoice will display in the Recent Invoice widget on the Stage side panel and in the list view on the Invoices tab in the Billing section on the Customer Profile screen. See the Customer Profile: Billing Section - Invoices Tab article for more information.
