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How to Create/Edit an Invoice, Estimate, or Quote*

Overview

This tutorial explains how to create and edit an invoice, estimate, or quote

How to Create/Edit an Invoice

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click the Invoices menu button
  4. Click the New Invoice button or edit an existing invoice

How to Create/Edit an Estimate

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click the Invoices menu button
  4. Click the New Estimate button or edit an existing estimate

How to Create/Edit an Quote

  1. Click on the Point of Sale component
  2. Click on the Point of Sale tab
  3. Click the Invoices menu button
  4. Click the New Quote button or edit an existing quote

How to Create an Invoice from the Client window

  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 Create an Invoice from an Event, Session, or Appointment

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