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How to Create an Invoice for Un-invoiced Items

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Joanne

This guide will show you how to find your un-invoiced items and how to create an invoice for them.

***Screens and layouts may vary depending on the user settings and device compatibility.

 

Un-invoiced Items

Click on the arrow on the top right of your screen.

Click All Un-invoiced Items

Generate Invoices for Un-invoiced Items

  1. Check the box next to the un-invoiced item you would like to create an invoice for
    *****ONLY check a box for items for the same client. If you check the box for more than one client all the items will be billed to the first client checked.
  2. Click New Invoice

You can see the invoice generated below.

  1. Apply a payment
  2. Click Done to leave the open invoice on their profile
  3. Email the invoice to the client.
    ***Invoices are also available on self-service for the clients to pay

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