(Before starting this step make sure you have added multiple contacts to the customer profile, see “How do I add multiple contacts to a customer profile?” for detailed instructions) To send a quote or invoice to multiple pe...

If you’re not already on the invoice screen navigate there by clicking on the invoices tab from the dashboard. Select the area you would like to go to: “all invoices,” “pending signature,” or “in progress.&...

If you’re not already on the invoice screen navigate there by clicking on the invoices tab from the dashboard. Select the area you would like to go to: “all invoices,” “pending signature,” or “in progress.&...

If you’re not already on the invoice screen navigate there by clicking on the invoices tab from the dashboard. Select the area you would like to go to: “all invoices,” “pending signature,” or “in progress.&...

There are multiple ways you can do this. Option 1: If you’re not already on the invoice screen navigate there by clicking on the invoices tab from the dashboard. Select the area you would like to go to: “all invoices...

There are multiple ways you can do this. Option 1: If you’re not already on the invoice screen navigate there by clicking on the invoices tab from the dashboard. Select the area you would like to go to: “all invoices...

If you’re not already on the invoice screen navigate there by clicking on the invoices tab from the dashboard. Select the area you would like to go to: “all invoices,” “pending signature,” or “in progress.&...