How to Generate and Approve Invoices for One Client
- 16 steps |
- 2 minutes
1
Click "Accounts"
2
Click "All Customers"
3
Search for the client you want to bill
4
Click "Actions"
5
Click "Add Invoice"
6
Make sure there is a package on the member being billed
7
Add a booking to the member
8
Make sure the period you are billing them for is correct, you can change it at the top right where it shows the month and year
9
You can see what month they are being billed for above the session counter
10
You can change how many sessions you want to bill them for
11
A single billable item can also be added to the package fee invoice
12
Click "Generate Invoice"
13
Click "Billing"
14
Click "Approve Invoices"
15
Click the green plus to confirm what the invoice line items are
16
Click Approve & Send
