Creating Invoices and Payments

See how easy it is to create professional invoices for all your orders! Learn when to use client-based and session-based invoices. See how to add items to an order, give discounts, and accept a payment or create a payment plan.

Applies to — Spectra: Express, Standard, Professional, OnLocation, Enterprise · myStratus: Standard, Professional, Enterprise

Outline #

1. What Kind of Invoice?
   1. Session-based invoices
   2. Client-based invoices
2. Create an Invoice
   1. Session client
   2. Bill-to client
   3. Invoice types
      • Credit memo
      • Estimate
      • Generic
      • Print order
      • Session fee
3. Invoice Order Detail
   1. Select products and services
   2. Order adjustments
      • Discounts
      • Sales tax rate
      • Shipping and handling
4. Create a Payment
   1. Payment method and amount
      • Cash
      • Check
      • Credit card
   2. Print receipt
   3. Print invoice
5. Create a Payment Plan