Articles on: Invoicing & Payment

How do I select/de-select multiple appointments when invoicing?

When you go to Create -> Invoice, you get taken to a page with lists of appointments and expenses waiting to be invoiced for the active client.

To add/remove an appointment or expense from the new invoice, simply use the blue checkbox next to the listed item. If it is ticked, it will be added to the invoice. To add/remove all of the listed appointments or expenses from the invoice, simply use the checkbox next to the 'Date' title at the top of the list (see below image).

All appointments and expenses for the active client are automatically ticked when you go to Create -> Invoice. Simply untick the checkbox next to any appointment/expense that you wish to remove from the new invoice.

Updated on: 31/01/2023

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