We will go through how to create a onetime invoice or random invoice that is not part of your regular billing. We will go through how to do this on your desktop and phone. First we will start on the desk top you select your customer.
Under take action we will see “create invoice”. We will go ahead and select that and then put in our dates. From there we will select our items it already has five spaces for you to put in five separate items to charge for.
But you can always add more items more by selecting “add more items”. After you have selected what items you want on your invoice you can choose to print, email, or save.
We will go ahead and click save and then click okay. It will take us to the next page where we can see that invoice was created and we can view it.
Now for your phone. We will again start by selecting a customer.And then scroll down to “create invoice”.
Again we will select our dates, add in what items we want to charge for, and then we will have the options to print, email, or save.
That’s as easy as it is to create a onetime invoice on both your phone and desktop.