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.
Option 1: From the New Session Window
- Create a new session
- Click the down arrow next to the 'Save' button
- Click the Save and Create New Invoice menu item
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Option 2: From the New or Edit Invoice Window
- Create or edit an existing Invoice
- Click on the Client tab
- Add a client to the invoice if one doesn't already exist
- Once a client is selected a list of their sessions and events will be listed in the Client Events table
- Click the Attach Event button for the session, event, or appointment that is associated with the invoice
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Option 3: From the Edit Session Window
- Edit an existing session
- Click on the Create menu button
- Click the Create Invoice For Event button
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