Invoice a Loaned Item

Loaned items linked to a contact can be converted to a new invoice automatically, where additional products and payment details may be added before completing the sale.

 From the Product menu, select Loan/Borrow & Exchanges.

Select the checkbox next to each item for the same contact, then click the invoice button . Finish the invoice as usual (adding additional items, payment method, etc.).

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Additional Information:

• Invoices
• Writing Off Uncollectible Loaned Product