I have read through the threads, but still unable to make it work for me!
I have a new client invoice, and I have a contract template that I want to attach to the invoice. When I click 'attach invoice' it doesn't take me to my templates.
Do I need to create a personalized contract first, before creating the invoice?
Okay let me see if I can help because I just helped my boyfriend set his up. First, we had to create the invoice for the client. Then, we went and worked on the contract (we had to do a new contract from the templates...not one we were previously working on) and was able to include the invoice that way.
Hopefully, this helps you 🙂
@Stacelyn24 Okay, I'm about to give up. Here's what I did, please tell me where I'm missing the mark...
Created new contract with client name & email
Saved as draft
Created new invoice with same client name & email, filled in amounts and all the things.
Takes me to contract list where the draft contract is NOT listed
Followed arrow prompt to contract list, contract draft IS there
Simply can't figure this out argh! Thank you for your help.
Okay so we created the invoice first. Went through and did the all the steps. Then we went through and created the contract...and attached the invoice to it. If you save either as a draft it won't recognize it. So just switch it around. Create the invoice first. If you don't want it to be immediately emailed off then set the due date to a later date...then do the contract.
Hope this helps 🙂