Articles on: Invoicing & Payment

Guide to "Quick Invoicing"

In some instances you may wish to create an invoice for a single appointment. The "Quick Invoice" option provides a quick and easy way of doing this. To access this:

Option 1

Go to the Diary List view

Select the correct date from the mini cal or select Go to Today:

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:

Select Quick Invoice

You will be taken directly to the Invoice Details screen where only that appointment will show on the invoice:

Finishing completing your invoice as normal -> How do I create an Invoice?

Once an appointment has been invoiced you will see this icon:

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

When you mark the invoice as Paid the icon will turn green, mark an invoice as Bad Debt and it will turn red.

Option 2

If you click on the appointment you want to invoice in the week/day diary view, you can quickly invoice it from the modal. To do this simply click on the Quick Invoice icon at the top:

This will take you to the Invoice Details screen, where you can complete the invoice for that appointment.

Option 3

Go to Business Views -> Finance

Go to the Non-Invoiced Apointments tab

Click on the three dots at the end of the appointment you wish to invoice. The following menu will open:

Click on Quick Invoice and complete the invoice details. Press Save Invoice when you're happy!

Updated on: 31/01/2023

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