Invoicing

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 but...
Fri, Dec 31, 2021 at 3:17 PM
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...
Fri, Dec 31, 2021 at 3:17 PM
Collecting Payment for an Invoice
    Coming Soon!     Invoice payments aren't available just yet, but should be in the future.
Fri, Dec 31, 2021 at 3:18 PM
Getting Setup for Invoicing
To make sure your invoices look complete and professional, we suggest following these couple steps. 1. On the Settings page, we suggest making sure your...
Fri, Dec 31, 2021 at 3:19 PM
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 P...
Fri, Dec 31, 2021 at 3:21 PM
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...
Wed, Jan 5, 2022 at 5:23 PM