You can navigate to the vendor’s ledger page, create an invoice, and send them SMS and email from this page.
To perform any of these actions, do the following:
On the Vendor page, locate the vendor you want to make changes to. If necessary, use the filter options (search, sort, etc.) to find them.
Hover the cursor over their row. A context menu (the three dots) appears on screen. Click on it.
Now you can:
- Go to ledger: Clicking on this option takes you to the vendor’s ledger page. It opens in a new window.
- Generate Invoice: Clicking on this takes you to the new record / bill entry form. Enter the details and generate the record. If the record already exists, a message in this regard is shown on screen.