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The Invoice Wizard
will help you to enter your invoice information quickly and easily. You
can start the Invoice Wizard
by creating a new invoice from a Client
or from a Session.
You can customize the wizard for your studio by using the Wizard
Builder tool. You may want to eliminate or add pages to the wizard,
change what the message says on each page, or adjust other options. Go
to Tools > Design Tools > Wizard Builder.
FROM THE SESSION OR THE CLIENT?
YES,
IT DOES! An invoice should almost
always be created from a Session record. The only time you should create an
invoice from a Client record is if this client is purchasing a product
or service from you, but has not completed a session. An example
of when to create a client-based invoice is when a customer walks in off the
street and wants to purchase a frame. When creating a session-based
invoice, make sure you are creating the invoice from the actual
session record the invoice pertains to.
Creating an Invoice with the Invoice Wizard #
-
Verify the Client
Information. If someone other than the session client will
be responsible for paying this invoice (i.e., bride’s parents, grandpa
and grandma, etc.) click the person icon in the Bill-To
Client section to change the Bill-To
Client information. You will be able to search for another
client in your database or create a new one. Click Next.
-
Enter the Invoice
Information, including a Shipping
Address and Notes.
Click Next.
-
Add items to the invoice by double-clicking them
in the product list on the left. Select images and adjust quantities
in the invoice detail section on the right. Click Next
when finished adding items to the invoice.
-
Enter a Discount
as needed and modify the Sales Tax
State if necessary. Click Next.
-
Select your Payment
options. You can create a single payment, a payment plan, or simply
choose to finish creating the invoice without a payment. Make your
selection and click Next.
-
If you choose to create a payment or payment plan,
the wizard will walk you through those steps. -
On the final page of the Invoice
Wizard, choose whether you want to print or email the invoice and/or
open it for further modifications. Note: An image detail sheet will automatically print along with the invoice. If you don’t want to print the detail sheet, change your Printing Preferences for Invoice Image Detail to “0” copies. See also: Printing Preferences
-
Click Finish.
See Invoice How To’s for more information on creating and managing invoices.
When entering information into the wizards, you’ll find that the software automatically capitalizes the
first letter and un-capitalizes the rest of the letters. For example,
if you type “sara johnson,” the software will change it to
“Sara Johnson” when you tab to the next field. If you
don’t want the software to change the capitalization of an entry, press
the F3 key instead of the tab key when moving to the
next field. For example if you don’t want “John McDonald”
changed to “John Mcdonald,” press the F3 key
to move to the next field.
