Support Center

How do I add an invoice to a lead record?

There are two ways that you can add an invoice to a lead that you’re tracking in Aisle Planner.
For new invoices:

1.  In a lead record, scroll down to the INVOICES section.
2.  Click on the gold plus sign that you see in the INVOICES section.  You can also click on the gold action button towards the top right of the lead record and select ADD INVOICE from the drop down menu.

For existing invoices:
1.  If you’ve already created an invoice outside of a lead record or in the INVOICES tab, click into the invoice and then use the LEAD NAME drop down menu to select a lead.   Once you’ve selected a lead, this invoice can also be found in the INVOICES section of that lead record.
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