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How to Add a Client to an Invoice

Overview

This tutorial explains the various ways to add a client to an invoice.

How to add a client to the invoice by typing in their name

  1. Create or edit an invoice
    1. Click here for a tutorial on how to create or edit an invoice
  2. Click the Clients tab
  3. Type in the client's name and select the desired client from the drop down menu.

How to add a client to the invoice by browsing for the client

  1. Create or edit an invoice
    1. Click here for a tutorial on how to create or edit an invoice
  2. Click the Clients tab
  3. Click the Search button
  4. Select the desired client from the popup window

How to create a new client from the invoice window

  1. Create or edit an invoice
    1. Click here for a tutorial on how to create or edit an invoice
  2. Click the Clients tab
  3. Click the Options menu
  4. Click the New Client menu item

How to create an invoice from the client window

  1. Create or edit a client
    1. Click here for a tutorial on how to create a client
  2. In the new or edit client window click the Create menu option
  3. Click the Create Invoice from Client menu item

How to edit the details of the selected client

  1. Create or edit an invoice
    1. Click here for a tutorial on how to create or edit an invoice
  2. Click the Clients tab
  3. Click the Options menu
  4. Click the Edit Selected Client menu item

How to add an existing event to a client

This option would be used if an event was created but the client was not added to the event.

  1. Create or edit an invoice
    1. Click here for a tutorial on how to create or edit an invoice
  2. Click the Clients tab
  3. Click the Options menu
  4. Click the Add Client to Existing Event menu item