To create an invoice for an appointment:
- Click on an appointment in a diary
- Add a service to this appointment from the drop-down menu. (You can create services by going to Setup> Service).
- Add a payment method to the appointment (this is optional or you can do it later)
- Click 'Save'.
Here's a quick video:
Opening, Editing, Printing or Emailing an Invoice
- In the appointment panel, scroll to the bottom and click the 'Invoice' button.
- From here you can either 'Edit Invoice', 'Print Invoice', or 'Email Invoice'.
Tip: To preview an invoice click 'Print Invoice' and a preview window will show the invoice content. Once you have viewed the invoice, you can then close the preview window without actually printing the invoice.