How to create invoices in Teamleader CRM

Teamleader CRM offers users the option to create invoices and send them to clients in order to get paid.

1-Create an invoice

2- Fill in the required info and save your invoice

3-download your invoice or send it to client

4-Mark invoice as paid

Once the payment is done, register it as paid, select the payment method and send a thank you message.

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