This article provides a discussion on how to add an invoice for a client.
- To check on the sessions of a client, click on any area in the Sessions submenu of the Clients profile page.
The list of sessions incurred by the client are displayed. Here you will see which sessions are paid, not yet paid, invoiced, or not yet invoiced.
- To display a client’s invoice, navigate to a client’s Profile page, and then click on the + sign in the Invoices submenu.
3. An invoice listing the the client's sessions that were not yet invoiced is displayed .
Click on Save.
The options to Download PDF or to Send Via Email are displayed.