Send Invoice
Do I have to go to Business Center to send an invoice to a customer?
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Hey there, Kennedy.
No - if you have both Business Center and Command Center, you can easily send an invoice in Command Center via the conversation thread. All you need to do is click on the Quick Actions button next to the send button, and it will bring up this menu. From here, you can send an invoice (PS, it works with appointments, payments and a few other things too!)
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