No, invoices aren’t automatically saved to a tenant’s record. To save it, you'll need to upload the invoice to the tenant's document folder or add it to a journal entry.
Learn more: Adding a New Journal Entry in CRM and Linking to Another Record
No, invoices aren’t automatically saved to a tenant’s record. To save it, you'll need to upload the invoice to the tenant's document folder or add it to a journal entry.
Learn more: Adding a New Journal Entry in CRM and Linking to Another Record