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Create an Invoice

From the Sales Screen #

  1. Go to Sales.
  2. Click Add New.
  3. Select an existing client, click Add New to add a new client or click the Walk-In button if the customer doesn’t want to leave any information.

From the Appointment Book #

  1. Click Appointments.
  2. Click on an appointment, and click the menu button.
  3. Click Start Invoice.
  4. The invoice will load with the Client, Employee, Service and Price pre-loaded.

Video - Create an Invoice #

Video Contents:

  • Sales screen actions
  • Creating an invoice from the sales screen
  • Creating an invoice from the appointment book
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Updated on December 27, 2022