Create an Invoice for a single client | DoTimely

Create an Invoice for a single client

From the left-hand navigation menu select Invoice menu item and then the Generate single Invoice sub menu item

 

Criteria Selection

Select the name of the customer and the date range for the Single Invoice. This will show all the appointments that have not been Invoiced yet

 

Appointment Selection

You can select all the line items or choose the appointments that you want to invoice for.

 

Edit Price

You can edit price of any line item by clicking on the pencil icon which will bring up the edit price form.

Custom Line Item

You can add custom lines to the invoice which can be additional surcharge or discounts for the Invoice.

Invoice Creation

Select buttons at the bottom of the page; if you want to create the Invoice in Draft Mode (can be edited later) or Finalized the Invoice.