Viewing Invoices

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:



CC Client Contacts

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.

  1. Navigate to your desired Company page. 
  2. Edit the Company.
  3. Select the desired contacts to be CC'd. You can choose more than one!

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  4. Save.

Now you're all set! Any invoices created under this company will automatically CC all contacts you've selected.

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