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Generating an Invoice from the Accounts Screen

Danny Written by Danny
... on a jolly January day.


Invoices generated from the Accounts screen will not be linked to an Appointment. This is generally used to invoice stock items or passes if the client is not using one on the day of the Class or Appointment purchased. If you want to invoice an Appointment, see Generating an Invoice from an Appointment on the Diary.

See the steps below to generate an Invoice from the Client Accounts screen.

1. Head to the Client Accounts section, see Finding a Client’s Profile for assistance.

2. Click Create Invoice, at the bottom right of the screen.

3. Select the Item to invoice by finding it in the drop-down menu. Use the search field to filter the items.

The selected item will be added to the invoice with its default price.

 

4. Add a Provider and Provider Number by clicking on the appropriate boxes at the top of the invoice (optional).

If no Provider or Salesperson are added to the invoice, the sale will not be credited to any staff member in the Management Reports.

5. Once these steps are completed, you can adjust the Quantity and Price, add more Items, record a Payment, add Comments, or Save/Email/Print the Invoice.

For assistance with any of these, see Generating an Invoice from an Appointment on the Diary from step 5 onwards.

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