Creating an Invoice

Last Updated: Jul 14, 2014 10:17AM CDT

Creating a Client Invoice

 

To create an invoice for a client:

  1. Find the client for which you wish to create the invoice.
  2. Click invoice icon.
  3. Enter the due date and memo for this invoice.
  4. Check the boxes next to the transactions you want to include on this invoice.
  5. Click Save.
 

To edit an existing invoice:

  1. Find the client for which you wish to create the invoice.
  2. Go to the Register tab and click to view Invoices.
  3. Click on the date for the invoice you wish to edit.
  4. Make any needed changes.
  5. Click Save.

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