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How To Create An Invoice

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Updated on September 20, 2022
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Getting Started
  • AltReach Email & SMS Fees
  • The Dialer
  • Settings: Twilio Integration
  • Settings: Phone Numbers
  • Settings: Pipelines
  • Settings: Integrations
  • Settings: Team Management
  • Settings: Profile
  • Opportunities
  • Mailgun - Setup Options
  • Invoices - Overview
  • Instagram Direct Messaging
  • General CRM Overview
  • Facebook Connectivity
  • Dashboard Overview
  • Conversations
  • Contacts & Smart Lists
Automation
  • Zoom Integration
  • ClickFunnel Style Survey
  • Membership: Product Setup (2)
  • Settings: Integrating Mailgun
  • Settings: Company
  • Settings: Integrating Mailgun
  • Settings: Company
  • Workflow Builder - Go To Event
  • Workflow Builder - Wait Event
  • Workflow Builder - If/Else Condition
  • Workflow Builder Overview
  • Using The Positive Intent Trigger
  • Triggers - Overview
  • Triggering Actions with Trigger Links
  • Task Reminders with Triggers
  • Forms and Triggers
  • Exporting Data With Zapier
  • Campaigns
  • Appointments and Triggers
  • Activate Google My Business Chat
Calendar
  • Zoom Integration
  • Scheduling: Exploring Calendar Features
  • Scheduling: Team Calendar Settings
  • Scheduling: Creating Team Calendars
  • Integrating Google Calendar
  • Add Payments to Appointments
Contacts
  • Tasks Overview
  • Manual Calls
  • Bulk Actions For Contacts & Smartlists
  • Attach Files To A Contact Record
Marketing
  • Video Component in the Email Builder
  • Trigger Links
  • Templates
  • Social Planner - Overview
  • Email Campaign
  • Email Builder - Hidden or Broken elements
  • Building Emails
  • How To Enable or Disable the "Allow Multiple" feature in Campaigns
Membership
  • Memberships: Product Content (4)
  • Memberships: Product Customization (3)
  • Memberships: Site Setup (1)
  • Membership: Offers and Checkout (5)
Reporting
  • How to use Appointment Reporting
  • Call Reporting
Settings
  • Using Custom Fields
  • Setting Up Sub-Domains
  • Setting Up Root Domains
  • How To Use Custom Values
  • Facebook Form Fields Mapping
Sites
  • Survey Builder
  • Funnel Builder
  • Form Builder
  • Blog Overview
  • Add Chat Widget To Website
Workflows
  • Setting Up Shopify Integration
  • How To Create An Appointment Confirmation And Appointment Reminders Campaign in Workflows
  • How to Set Up Email/SMS Notification When An Action Occurs Using Workflows
  • Membership Triggers Overview for the Workflow Builder
  • Using a Workflow For Membership Log In Notifications
  • How To Use Webhooks in Workflows
  • Customizing Delivery Timeframes Within Workflows
  • Using a Workflow and Smart List To Track Failed SMS Contacts
  • Workflow Abandoned Cart Template
  • How To Use Workflows to Assign Users to Leads
  • How To Use Multiple Triggering Events in Workflows
  • How To Set Up Automated Calls And Voicemail Drops in a Workflow
  • Workflow Contact Attribution Variables
  • How To Move Actions in the Workflow Builder
  • Workflow Recipes
  • Using the Wait Action in the Workflow Builder
  • List of Workflow Triggers
  • List of Workflow Actions
  • How to Import Campaigns into Workflows
  • How To Use The "Go To" Function in Workflows
  • How To Use The Course Completed Workflow Trigger
  • Facebook Conversion API Trigger in Workflows
  • Using the Edit Conversation Action in Workflows
  • How to Duplicate or Copy a Workflow
  • What's the If/Else Conditional Event and How to Use It in Workflows
  • How And When To Use The Event Start Date In Workflows
  • How to Organize Your Workflows Into Folders
  • Checking the Status of Workflows
  • Using the History Tab in Workflows
  • Customizing Your Settings in Workflows
  • How to Create and Use Workflows
General Articles
  • How To Connect Your Twitter Account for the Social Planner
  • How To Point A Domain or Sub-Domain To WordPress
  • How To Customize Membership Settings
  • Connecting Your Instagram Business Account to the Social Planner Social Media Tool
  • GDPR Compliance Information
  • How To Use The Universal Search Feature
  • Editing Pending and Processing Bulk Actions
  • List of Custom Values
  • How to Create and Use Custom Values
  • Cloudflare Setup
  • Understanding Domains
  • Understanding Time Zones
  • Account Settings Overview
  • ​How To Use The Dashboard
Conversation
  • Checking Conversation Message Details
  • Conversations Overview
Social Media
  • Viewing Failed Post Error Messages in the Social Planner
  • Setting Up Email Notifications for Expired Social Media Accounts in the Social Planner
  • Optimal Image and Video File Sizes and Dimensions for the Social Planner
  • How to Connect to Your Google My Business Page for Use in the Social Planner
  • How to Connect to Your Facebook Page for Use in the Social Planner
  • How to Connect to Your Facebook Group for Use in the Social Planner
  • Creating Posts in the Social Planner Social Media Tool
  • Using the Social Planner Social Media Tool
Opportunities
  • How to End an Opportunity
  • How To Add A Contact To Multiple Opportunities
  • How to Create and Edit Pipelines
  • Opportunities Overview
Funnel Builder
  • Customizing Funnel and Website Colors
  • Converting Funnel Steps and Website Pages Within Your System
  • How To Clone and Share Funnels
  • How To Upgrade from V1 to V2 Funnels
  • Using a Video Element in the Funnel Builder
  • Implementing Funnel Best Practices
  • How to Create and Use a Coupon/Promo Code - One Step Form
  • Split Testing in Funnels
  • Card Authorization for Subscription and Payment Plans
  • How to Customize the Navigation Bar in Your Funnel's Mobile View
  • Funnel and Funnel Builder Overview
  • How To Set Up Payment Plans In Funnels
  • How To Use Time Delay In The Funnel and Website Builder
  • Customizing Your Funnel and Website for Mobile and Desktop Views
  • How to Add A Facebook Pixel to a Funnel
  • How to Create and Use a Coupon/Promo Code - Two Step Form
  • How To Import Your Funnels from ClickFunnels
  • How to Setup and Configure a New Domain or Subdomain
  • How To Upload Images and Use the Media Library
  • How to Change a Logo in the Funnel or Website Builder
  • How To Upload and Utilize A Favicon
  • How to Change a Logo in the Funnel or Website Builder
  • How To Upload and Utilize A Favicon
  • How To Add A One Time Product In The Funnel Builder
  • How to Connect Your Domain to a Funnel or Website
  • How to Set Up a Subdomain for Memberships
  • How To Add A Subscription Product To Your Funnel
  • How To Use Forms, Surveys And Calendars In Funnels
  • ​How To Activate The One-Click Purchase In Your Funnel Step
Forms
  • How to Connect SendGrid as your SMTP Service
  • Test Email Error Troubleshooting
  • Understanding the Difference Between "Submitted" and "Purchased" in Order Forms
  • Understanding Automatic Country Detection in Forms
  • Viewing Chat Widget Submissions
  • How to Look Up Form Attribution
  • How to Add or Remove Logos for Forms
  • How To Customize a Form Or Survey
  • How To Submit Mock Data for Forms and Surveys
  • Signature Custom Field in Forms and Surveys
  • How To Use File Upload Custom Field in Forms and Surveys
  • How To Build, Edit And Utilize Surveys
  • How To Build, Edit & Utilize Forms
  • How To Locate Survey and Form Answers
Email & SMTP
  • Using Mobile Formatting in the Email Builder
  • How To Hide Email Elements In The Mobile View Of Your Email Builder
  • Masking the Sender's Name and Email Address in Your System Emails
  • How to Connect SendGrid as your SMTP Service
  • How To Use RSS Feeds in the Email Builder
  • Best Practices To Prevent Your Emails from Ending up in Spam
  • Checking Email Statistics
  • Email Deliverability 101
  • How To Differentiate Between Basic and Custom for RSS Headers and Items in the Email Builder
  • How To Use the Email Builder
  • Setting up Mailgun in Cloudflare
  • Setting Up Replies in Mailgun
  • SendInBlue Setup
  • Mailgun Setup - Overview
  • Mailgun Setup Using GoDaddy
  • How to Change Unsubscribe Settings in Mailgun
  • Forwarding Address and BCC in Email Setup
  • Setting Up Email/SMTP Providers
  • "Add This Event To Your Calendar” Custom Values
  • How to Create or Edit Your Email Signature
  • How To Add a 3rd Party Email/SMTP Account
  • Integrating Gmail for Email Service
Phone
  • Twilio Caller ID Setup
  • How to Use SMS and Phone Number Validation
  • Call Tracking
  • Twilio Error Messages
  • Options within the Dialer
  • Whisper Message
  • Understanding Twilio Numbers
  • How To Record Calls And Listen To Recordings
  • Complete Twilio Setup
  • How to Delete a Twilio Phone Number
  • ​How To Get an Outbound Phone Number
  • How To Convert Voicemail Drop Files into MP3 or WAV
  • Setting Up a Voicemail Drop and Voicemail Drop FAQs
  • How To Set Up Automated Calls And Voicemail Drops Within Your Campaigns
  • How Inbound Call Routing Works
  • How to Use the Dialer Feature for One-Time Outbound Calls
Websites
  • Instagram Direct Messaging Integration
  • How To Configure The Buttons on Your Website
  • How to Add a Meta Tag for Google Search Console Domain Verification
  • How to Setup Your XML Sitemap
  • How To Add a Chat Widget to a Wordpress Site
  • How To Redirect Domains in Cloudflare (for non-www. and www.)
  • How to Transfer a Domain to Cloudflare
  • How To Redirect Domains (from www to non-www) - Google Domains
  • How To Add Hyperlinks to Websites And Funnels
  • How To Add a Privacy Policy and Cookies Pop Up
  • Understanding URL Paths
  • How To Create and Update Global Sections
  • How to Add Facebook Pixel to Your Website
  • How To Create and Add a Chat Widget to Funnels and Websites
  • ​How To Create A Custom Website
Integration & Widget
  • Local Services Ad - Reserve with Google Integration
  • Mapping Facebook Form Fields
  • Shopify Integration
  • How to Import Products From Stripe
  • Wordpress Plugin for Chat Widget
  • How to Integrate and Use Paypal
  • Quickbooks Integration
  • How to Update Facebook Page Selection & Permissions
  • Integrating with Google
  • How To Integrate A Stripe Account
  • ​How To Integrate Your Facebook Account
Webhooks
  • How To Use Webhooks in Triggers To Integrate With Other Applications
Account Management
  • How To Update Your SEO for Blog Posting
  • How to Create, Edit and Delete Custom Fields
  • ​How To Reset Your Password
  • ​How to Edit User Information and Permissions
  • ​How To Manage Team Management
  • ​How To Update Your Company Settings
  • ​How To Include Email Signatures On All Outgoing Messages
Reputation Management And Reviews
  • How to Set Up Your System to Capture Reviews
  • How to Add Messaging to Your Google My Business Listing and Set Up Communication Notifications
Campaigns
  • How to Create and Use the Google My Business Campaign Step
  • How to Control Timing of Campaign Steps Using Delivery Windows
  • Viewing the Deliverability of Messages in Campaigns
  • Pausing and Resuming a Campaign
  • How To Walk Through or Push Campaign Steps
  • How to Build and Use an Unsubscribe Link
  • How To Use The Manual SMS Event in Campaigns
  • How To Customize The From Email Address Configuration in Campaigns
  • How To Test A Campaign
  • How Does "Stop On Response" Work In A Campaign
  • How To Enable or Disable the "Allow Multiple" feature in Campaigns
  • How To Create A Campaign
  • How And When To Use The Event Start Date In A Campaign
  • How To Create An Appointment Confirmation And Appointment Reminders Campaign
  • What Is The Manual Call Event And How To Use It
  • What Are Round Robin Campaigns And How To Use Them
  • How To Copy A Campaign
Triggers
  • How To Build and Utilize Triggers
  • How The Duration in Days Filter Works
  • How To Create a Custom Date Trigger
  • How To Set up a Campaign and Trigger for Abandoned Cart Follow Up
  • How To Use A Trigger for a Review Request Campaign or Email
  • How to Create a Trigger for Notifications for New Chats in the Chat Widget
  • How to Filter A Trigger By Product Type
  • Email and Phone Number Mapping In Triggers
  • How to Duplicate Triggers
  • What To Do If Your Send Email Trigger Action Is Not Firing
  • How to Utilize Lead Values in Pipelines and Triggers
  • How To Check What Triggered Someone Into a Campaign
  • How to Create a Double Opt-In System
  • How To Create An Auto Responder Using Triggers
  • ​How To Create Push Notifications For Triggers
  • ​How To Create Folders For Your Triggers
  • ​How to Set Up Email/SMS Notification When An Action Occurs Using Triggers
  • How To Build, Edit and Use Task Related Triggers
  • How To Set Up Trigger Links And Trigger Link Triggers
  • How To Set Up Triggers From Form Submissions
Troubleshooting
  • What To Do If A Page Won't Load
  • ​How To Troubleshoot When Your Zapier Is Not Working
  • ​How To Troubleshoot When Your Call Event Is Not Working In A Campaign
Miscellaneous
  • How to Change the Currency Type
  • Using Your Audit Logs
  • Call Tracking and Missed Call Text Back for Google My Business
  • Eliza AI Automatic Booking Bot
  • Account-Wide File Management
  • Creating and Using URL Redirects
  • How To Verify Your Domain With Facebook
  • How to Use Yext
  • Loop Lockouts
  • How To Use Text 2 Pay
Payments
  • Creating Recurring Invoices
  • How To Use The Orders Tab in Your Payments Section
  • How To Use The Transactions Tab in Your Payments Section
  • How To Customize The Tax Settings in Your Payments Section
  • How To Create An Invoice
  • How To Use The Payments Tab
Mobile App
  • Using The Mobile App: Invoicing
  • Using The Mobile App: Contacts
  • Using The Mobile App: Calendar and Appointments
  • Using The Mobile App: Reputation and Reviews
  • Using The Mobile App: Conversations
  • Navigating Through The Mobile App
Blogs
  • Blogging 101
  • How To Add A Category in Blogs
  • How To Add Authors in Blogs
Done-for-You Service
  • What types of tasks and projects am I able to request?
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