Overview

This tutorial explains several ways 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

1. Create a new session
2. Click the Save and Create New Invoice button

Option 2: From the New or Edit Invoice Window

1. Create or edit an existing Invoice
2. Go to the Client section
3. Add a client to the invoice if one doesn't already exist
4. Once a client is selected a list of their sessions and events will be listed in the Client Events table
5. Click the Attach Event button for the session, event, or appointment that is associated with the invoice