How do I add products to an appointment’s invoice?

  1. From the Calendar, select the appointment
  2. Go to Invoice, then click Add Item
  3. Enter the Description, Quantity, Unit Price, and Taxes
  4. Optionally, click Add Payment to complete the invoice's payment
  5. When done, click Save or Save & Close

Notes

  • Once you've entered a product once, it will be remembered for future use
  • The next time you sell a product, start typing in the name of the product to auto-populate the prior information

Video guide


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