Leads Invoice Types (Settings)

The Invoice Type field is located on the New Quote screen (within a Lead).

Accessing Invoice Types Settings

Settings > Leads Settings > Invoice Types

Add a Invoice Type

Enter a name for the Invoice Type into the Add an invoice type, and click Add.

Modify an Invoice Type

• Select an Invoice Type from the list displayed at the top of the settings screen
• Edit the name of the Invoice Type in the Modify an invoice type field
• Click Save

Delete an Invoice Type

• Select an Invoice Type from the list displayed at the top of the settings screen
• Click Delete

Deleting an Invoice Type cannot be reversed.