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Home > Fulfillment/Shipping Procedures > How to Send an Invoice in Keap
How to Send an Invoice in Keap
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If a client needs to pay for a shipping charge or a product needs to be added to an order in SS, an invoice needs to be created in Keap.

 

Log into Keap

 

Search the clients name

 

Click on Orders

 

Click on Add Quote

 

Search the Product (Misc Service Charge) for shipping (or search for the product)


Click Continue

 

Make sure you choose Send quote and require online payment

 

If necessary, update the message to the client.  

 

Click on Send

 

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