Yess

Is it time for your next payment to arrive? -- Yess will automatically send an invoice to the agency if the due date is set! 

The process is same for Agency &amp; Partner

If not, then follow the steps to create or add an invoice to the project 👇

Click on the <code> Contract &amp; Payment </code> tab → Click on <code> + Add Invoice </code>

A page will open with a draft invoice which will look something like the below image 

Edit the invoice by following <a href="https://help.yess.io/en/articles/6332500-how-to-edit-or-update-the-invoice-agency-agency-partner">this article</a> and send it by following <a href="https://help.yess.io/en/articles/6332542-how-to-send-the-invoice-agency-agency-partner">this article</a>! 

1. Click on the <code> Contract &amp; Payment </code> tab → Click on <code> + Add Invoice </code>
    
   
    
2. A page will open with a draft invoice which will look something like the below image 
    
   
    
3. Edit the invoice by following <a href="https://help.yess.io/en/articles/6332500-how-to-edit-or-update-the-invoice-agency-agency-partner">this article</a> and send it by following <a href="https://help.yess.io/en/articles/6332542-how-to-send-the-invoice-agency-agency-partner">this article</a>! 

Learn how to add or create the invoice for the project

How to add invoice to the project? (Agency & Partner) 💲

Go to Yess

Find answers and get help from Intercom Support and Community Experts

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