Hello,
Using Zapier to create and email invoices…
- Is it necessary to create a client first in my zap and then create an invoice? Or is there a way to create invoice and client will automatically be created. Saves a step if client is automatically created.
- When creating an invoice via Zapier for a product already created in Invoice Ninja, when I supply the product the product description and price automatically are not automatically populated by Invoice Ninja. Is it required that I supply the exact same description and price for the item/product line in my ZAP?
Thanks in advance.