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Invoices
Raising an invoice from an appointment
To raise an invoice from an appointment:1) Navigate to the Calendar tab and select the appointment you wish to raise an invoice for.2) Click blue Checkout button.3) Edit fields before completing the s...
Raising an invoice from a class
To raise an invoice from a class:1) Navigate to the Calendar tab and select a class you wish to raise an invoice for.2) In the class window, select Clients tab and under a client click an invoice butt...
Emailing an invoice to a client
To email an invoice to a client:1) Navigate to the Sales > Invoices tab and click on the invoice.2) At bottom of the invoice click 'Email Invoice'. 3) Enter client's email, review/edit subject/mess...
How to refund a sale from an invoice
To refund a sale from an invoice:1) Navigate to the Sales > Invoices tab and click on the invoice (invoice must be fully paid in order for you to issue refund).2) At bottom of the invoice click 'Re...
Tracking invoices in client's profile
To track invoices related to a client:1) Navigate to the Clients tab. Search for a client and click on the client's name.2) In the client's profile go to Invoices tab and all generated invoices will s...
How to raise a sale from the calendar
To raise a sale from the Calendar:1) Navigate to the Calendar tab, click on the plus '+' button and select 'Sale'. 2) Enter fields, add items (services, classes, products or packages) and click green ...