The most critical part of ensuring business growth: Invoicing. Once you have saved an invoice in Accelo, you can view the details of it. An invoice has four main sections: Invoice Details, Invoice Overview, Payments/Receipts, and Stream.
Using this guide, you can:
You may have some designated Contacts for your Companies which should always be included on your invoices. Thankfully, you can easily configure these unique individuals for any of your Company/Client records.
Now you're all set! Any invoices created under this company will automatically CC all contacts you've selected.