Using Nookal

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Finding an Existing Invoice

Nookal Written by Nookal
... on a marvellous March day.


📖 In This Article

Invoice for an Appointment in the Diary
Any Invoice of a Client With a Recent Appointment in the Diary
From the Clients Section
From the Client Profile


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

In Classic view, click Invoice Raised in the top menu to access the Invoice directly.

In Fresh view, click Invoice Raised in the bottom right corner.

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

1

Click on any Appointment of the Client.

2

In Classic view, click on Client Info and click Client Accounts.

In Fresh view, open the Client tab.

Click Client Account.

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

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