Create Invoices from Schedule

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Written by Steven
Updated 1 year ago

You can create invoices from your schedule in a couple of different ways.

One way is to generate invoices from your schedule. To do this, start by clicking the "Team>Schedule" tab.

Once on your schedule, click "Grid View."

Select the boxes beside the visits you want to create invoices for and click "Close and Invoice."

Another way is to click on a visit on your calendar page and select "Close And Invoice" at the bottom of the popup page.

When you click "Complete & Invoice", it automatically adds this visit to an invoice.

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