INSZoom:- How do I add an Invoice to a Client/Case?
This article will guide you on how to Add an Invoice to Client/Case.
Navigate to 'Client' in the main left menu and then in 'Billing Section' click on 'Invoice'.
This will bring you to the ‘Client Invoices’ page. From here click on ‘Add New Invoice.’
The next screen will now allow you to select the ‘Invoice Payment Terms.’ Select the term and click ‘Save.’
Next, select the Payer for the invoice.
A pop up window will now populate showing what cases are available to invoice, select the case(s) you wish to have on the invoice as well as what invoice templates are available to use. Once done click ‘Add Case to Invoice.’
