Guide to "Quick Invoicing"

In some instances you may wish to create an invoice for a single appointment. The quickest and easiest way to do this is use the "Quick Invoice" option. To access this:

  1. Go to the Diary List view
  2. Select the correct date from the mini cal or select Go to Today:
    Image_2018-11-13_at_11.10.10_am.png
  3. At the end of each appointment row you will see three dots. Click on the three dots for the appointment you wish to invoice and the following dialogue box will appear:
    Image_2018-11-13_at_11.12.08_am.png
  4. Select Quick Invoice
  5. You will be taken directly to the Invoice Details screen where only that appointment will show on the invoice:
    Image_2018-11-13_at_11.15.28_am.png
    Finishing completing your invoice as normal -> How do I create an Invoice?
  6. Once an appointment has been invoiced you will see this icon:
    Image_2018-11-13_at_11.17.27_am.png
  7. If you click on this icon you will be taken back to the invoice screen where you can mark the invoice as Paid or as Bad Debt
  8. When you mark the invoice as Paid the icon will turn green, mark an invoice as Bad Debt and it will turn red. 

Related Articles:

How do I create an Invoice?

How do I mark an Invoice as Bad Debt?

How do you mark an Invoice as Paid?

Need More Help?

We understand that not everything is black and white, so if you need some help, click "Submit A Request" ticket and one of our team will help you out as soon as possible.

Have more questions? Submit a request

0 Comments

Please sign in to leave a comment.
Powered by Zendesk