Search Knowledge Base Articles

Find answers to your questions quickly

How To Create Invoices

Published: 2024-08-12 09:07:37
18 Views
Training and Educational Resources

IN THE CRM

1. Expand "Sales" in the left menu and go to "Invoices".

2. Press the "Create New Invoice" button.

3. Fill in all the mandatory information in the form and press "Submit" to create your new invoice.

Did you find this article useful?

Related Articles

  • Add Balance to Account

    1. Make sure that the user is already a trader: Open a Trading account/Convert to Traders. Find "Tr...

  • Applying Subscription

    1. Open the Podcator app: https://app.podcator.com/ 2. Press on "Manager" option on the left side ...

  • Finding FAQ

    To find FAQ visible for every user/admin, use the link: https://crm.podcator.com/knowledge_base Or r...

  • Enabling/disabling practice/real acc

    1. Go to the "Admin" button in the settings on the left side of the page. Press on "Trading" out of...

  • Adding default tokens

    How to make it so the default Watchlist information showed the currencies you want. 1. Set the list ...