Invoices - How To Send an Invoice
How to send an invoice that was already created Note: Each contact should be able to pull their invoices from their HBA accounts. However, if you need to manually send them an invoice for some reason you can follow these steps. Creation...
Invoices - How to check if a promo code was used
Invoices - How to check if a promo code was used Creation Date: Aug 11, 2025 Created By: Bridget Fairbanks 1. Click on Contacts 2. In the search bar type the name or email of the contact 3. Double click on the contact record you wa...