To add a contact for an invoice, you must first add the related contact to the Account.
Steps to Add a Contact to an Account:
Go to Accounts in your org and open the account for which you want to add the contact.
In the Related tab, go to Contacts and click New.
In the Add New Contact pop-up, enter the contact's details, including name, phone number, and email address.
Click Save.
When Generating an Invoice:
After selecting the account, the Contact field will display the related contacts. Choose the relevant contact and proceed to create the invoice. Click here to learn more about selecting a specific contact if there are multiple contacts related to an account.
If the account has only one related contact, it will be selected by default when generating the invoice.
