Invoices

Invoices are created automatically from completed Projects. When your are finished with a Project, click the "Projects" tab, hightlight the desired project to invoice, and click the "New Invoice" button.

This will display a new invoice for the selected project under the Invoices tab, with a new invoice number. The invoice number is automatically incremented by one, based on your last invoice. Make any adjustments to the invoice using the columns/rows here, in the "Invoices" tab list display.

To display an invoice as a sheet, highlight an invoice in the invoices list, and click "View Invoice". Your Session notes for the Project are automatically entered in the "Services" text box.You may edit the "Services" info and select Done, or Print to view printing and Fax options.