Finding an Existing Invoice

There are many ways to find an Invoice to review it, record a payment or make adjustments.

Permission to Edit Client Accounts is required to view or edit existing invoices.


Invoice for an Appointment in the Diary

1. Click on the Appointment to view the invoice for.

2. Click Invoice Raised to access the Invoice directly.


Any Invoice of a Client With a Recent Appointment in the Diary

1. Click on any Appointment of the Client.

2. Hover overĀ Client Info and click Client Accounts.

3. Find the Invoice and click on the Invoice number.


From the Clients Section

1. Key-in the invoice number in the box titled Invoice Number.

2. Click on the line containing the required Invoice to access the Invoice directly.


From the Client Profile

1. Key-in demographic information of the associated Client in the appropriate boxes.

2. Click on the Client name.

3. Click Accounts on the left side menu.

4. Find the Invoice and click on the Invoice Number to open the required Invoice.

For more assistance with Invoices see:

Editing an Item in an Existing Invoice

Editing an Existing Invoice

Paying Off an Existing Invoice

Deleting an Invoice

Categories