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Billing Leads

K

Did you guys remove the ability to invoice a lead? I have been invoicing leads since we started with Smokeball and now all of a sudden I can’t. I don’t know if it’s a change you made when you updated or something wrong in my Smokeball here. 

Best answer by Funkytown

I invoiced a Lead after a consultation yesterday.

 

I did that by going to Smokeball Billing

 

That brought me to this web-based screen where I clicked “Leads”

 

 

Then I selected the lead and clicked “Invoices”

 

 

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Funkytown
  • Funkytown
  • Frequent Scribe
  • July 11, 2024

I invoiced a Lead after a consultation yesterday.

 

I did that by going to Smokeball Billing

 

That brought me to this web-based screen where I clicked “Leads”

 

 

Then I selected the lead and clicked “Invoices”

 

 

Alan S. Funk
K
  • KatyRegular
  • Regular
  • July 11, 2024

Oh, that is so weird. When I open the lead it says there’s nothing unbilled. I couldn’t find it anywhere...until I clicked on “Create Invoice.” Okay. Confusing and weird but okay. 

Thanks, Funkytown. 😁

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