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How to Link a Session, Event, or Appointment With An Invoice

Overview

This tutorial explains how to link sessions, events or appointments with an invoice. By linking them together you can generate reports based on the session.

How to Automatically Attach a Session, Event or Appointment to a New Invoice

  1. Create a new session, event or invoice or edit an existing session, event or invoice.
    1. Click here for a tutorial on how to create and edit a session, event or invoice.
  2. Click on the Create menu button
  3. Click the Create Invoice For Event button

How to Manually Attach a Session, Event, or Appointment to an Invoice

  1. Create or edit an existing Invoice
    1. Click here for a tutorial on how to create or edit an invoice
  2. Click on the Client tab
  3. Add a client to the invoice if one doesn't already exist
    1. Click here for a tutorial on how to add a client to the invoice
  4. Once a client is selected a list of their events will be listed in the Client Events table
  5. Click the Attach Event button for the session, event, or appointment that is associated with the invoice
    1. If the client is not associated with a session, event, or appointment click the options menu option followed by the Add Client to Existing Event menu item