Financial

Agreement Templates

This article provides an overview of electronic agreements in Sonar, including how to create them, add them to customer accounts, and how customers can interact with them.

Jennifer Trower
Updated by Jennifer Trower

Invoice Attachment Use Cases & PDF Examples

Invoice attachments let you append a PDF to every invoice Sonar sends during a date range you control, whether the invoice is generated by billing or emailed manually from an account. This article covers the permissions required, how to create, view, edit, and delete an attachment, and three example PDFs you can model your own on.

Jennifer Trower
Updated by Jennifer Trower

Invoice Messages: Overview & Use Cases

This article explains what invoice messages are, how they can be used, and how you can add them to your Sonar instance.

Jennifer Trower
Updated by Jennifer Trower

Invoices in Sonar: Examples, Creation & Contents

This article provides details on how invoices can be configured, customized and created within Sonar.

Jennifer Trower
Updated by Jennifer Trower

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