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.
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
- Contributor
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. 😁
Now I can’t bill a lead. I think it might be changes to how leads are handled. The create invoice option is greyed out.
When I try to edit the lead in the billing component, it won’t let me select the matter type - which appears to be a mandatory field.
- Contributor
I’ve started adding Internal Reference numbers to our leads and have found that helps with being able to invoice them.
I’ve started adding Internal Reference numbers to our leads and have found that helps with being able to invoice them.
I think that did the trick! Thank you
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