Actions against invoices like notes, calls etc. within Forecast.Live

Can you attach an Action to an Invoice?

Absolutely, you can!

Within Forecast.Live, from the main menu on the left hand side, go to:

Debtors & Creditors -> Debtors (or Creditors) -> Transactions



From the grid that appears, click the '+' Icon in the grid, and the action created will be logged against that invoice. 


Need more information?

Send us a ticket to Support@Plus.Live