Learn how to add products to a client's appointment invoice.
Instructions
- From the Calendar, select the appointment
- Go to Invoice, then click Add Item
- Enter the Description, Quantity, Unit Price, and Taxes
- Once you've entered a product, 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
- Optionally, click Add Payment to complete the invoice's payment
- When done, click Save or Save & Close
Video Guide