Create New Invoice from Appointment

Create New Invoice from Appointment

To create a new invoice, there are 2 way. You can create an invoice from scratch or you can create one from within an appointment. Here we will show you how to create one from an appointment.

To create a new invoice from within an appointment, please follow these steps:

1. Go into edit the appointment you want to create an invoice for.


2. While in that appointment, you will see a light blue button at the top that says Create Invoice (see image below). Click the light blue, Create Invoice button. Please note, if you made changes to the appointment, please save the changes first, before creating an invoice.

  

3. When the New Invoice screen opens, you will notice that the Company Name, First Name, Last Name and custom fields are auto-populated with the information that was already listed on the appointment (if it wasn't on the appointment screen, it will not show here). You will also notice the service(s) the appointment was scheduled for is now listed in the item area. All you need to do is adjust the customer info, Due Date and quantity, if needed and add a price.


That's it! You just created your invoice. If you need further help, please see this article.

    • Related Articles

    • Creating New Invoice from Scratch

      To create a new invoice, there are 2 way. You can create an invoice from scratch or you can create one from within an appointment. Here we will show you how to create one from scratch. To create a new invoice from scratch, please follow these steps: ...
    • Receiving New SMS Messages

      2-Way SMS messaging allows you to communicate with your customers in real-time! So, how does this all work? There are 2 locations you can view and reply to your customers messages or send a new message to your customers. The 2-way messaging works off ...
    • Creating a PDF Invoice

      You can generate a PDF invoice in two locations. We will cover these 2 locations below. 1. First option: When on the Invoices page, you can click the red PDF icon button and this will generate the PDF. How it opens, if based on how your PC settings ...
    • Editing an Invoice

      To edit an invoice, click on the dollar bill icon in the left-hand navigation menu. The Invoices screen will appear. Click the dark colored, pencil icon button to the right of the invoice you want to edit. The Edit Invoice screen will appear. Edit ...
    • Collecting Payment for an Invoice

      Coming Soon! Invoice payments aren't available just yet, but should be in the future.