Firmbee

How to add revenues on contact details form?

FAQ1 min readUpdated Mar 28, 2024View source ↗
Go to the customer details and on contact details form choose the Revenues tab. In the next step indicate the type of document you want to create i.e. + New Tax Invoice or + New Bill. Transactions related to the given customer are visible on the Revenues list. Important! In order to issue a tax invoice address field of the customer must be completed with at least one line of the address and with town name and the postal code. Revenues can be also added on the Revenue tab.
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