There are several ways to create a new invoice in the software. How you create an
invoice will depend on the type of invoice you’re creating.
-
When creating a session
with the Scheduling Wizard,
you’ll be given the option to also create an invoice. Choose Yes if you want to create a new
invoice at that time and the wizard will walk you through creating
an invoice for the session. -
Open a session
record and click Session Invoice
in the New group of the ribbon.
The Invoice Wizard will walk
you through creating an invoice linked to the session. If you’ve turned off the invoice wizard, a new invoice record will open where you can manually create the invoice for the session. See also: Creating a Session Invoice -
Open a client
record and click Client
Invoice in the New
group of the ribbon. The Invoice
Wizard will walk you through creating an invoice linked to
the client. If you’ve turned off the invoice wizard, a new invoice record will open where you can manually create the client’s invoice. See also: Creating a Client Invoice -
To create a quick
sale invoice, go to the New
group on the ribbon of any hub and click
Quick Sale. The Invoice Wizard
will walk you through creating a quick sale invoice. See also: Quick Sale Invoices
“Does it matter whether I create an invoice from a session or client?”
YES, IT DOES! An invoice should almost
always be created from a Session. The only time you should create an invoice
from a Client is if the client is purchasing a product or
service from you, but has not completed a session. An example
of when a client-based invoice should be used would be when a
customer walks in off the street and wants to purchase a frame.
When recording a session-based invoice, make sure you are creating
the invoice from the actual session the invoice pertains to.
Advanced users can choose
to disable the InvoiceWizard.See the User
Preferences section for more information.
