In this guide, we'll walk you through the key steps for invoicing through the Octopus customer portal. Step 1: Contact us to activate the module As soon as we receive a request to activate the sales module, we'll get started. We'll provide you with a login, or if you're already using the customer portal, we'll activate the invoicing module (€10/month excl. VAT). Step 2: Create a layout in the customer portal Add header and footer Go to the 'Add a sales invoice' tile Click on
