Before you start...
Generating invoices from the Accounts screen will not link them 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's Accounts section.
2. Click Create Invoice, at the bottom right of the screen.
3. Select the Item to invoice by clicking Add Item.
4. Select the Item from the drop-down menu, or use the Search field to filter the Items.
The selected item will be added to the invoice at its default price.
5. Add a Provider and Provider Number by clicking on the appropriate boxes at the top of the invoice (optional).
Important!
If no Provider or Salesperson are added to the invoice, the sale will not be credited to any staff member in the Management Reports.
6. Once you complete these steps, you can adjust the Quantity and Price, add more Items, record a Payment, add Notes, or Save/Email/Print the Invoice.
Discover more... For assistance with any of these, see Generating an Invoice from an Appointment on the Diary.