How to add an opportunity manually

In rare cases where the AI quote/invoice reader does not work, you can always add an opportunity and account manually

1. Navigate to https://app.fortifypay.com/
2. Click "Accounts"
   
   
3. Click "Add client"
   
   
4. Search for the legal entity name of your client or enter the details manually
   
   
5. Click Save. A new account and opportunity will be automatically created
   
   
6. Click "Add Vendor Quote/Invoice" and create financing options!