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How do I issue an invoice?

Invoices are issued from the booking. Open it and in the “Invoices” part press “Issue an invoice”.

Where: AppointmentsBookings(booking)Invoices

Steps

  1. First tick “Issue invoices” in Tickabell › Settings › Company & invoices.
  2. Open the booking in Appointments › Bookings.
  3. In “Invoices” press “Issue an invoice”.
  4. Choose the recipient, “Company” or “Private person”, and check the details, the description and the amount.
  5. Press “Issue invoice”. It gets the next number.
  6. Send it to the client with the send button.
The Appointments › Bookings › (booking) screen in WordPress
The screen in WordPress, with sample data. Click the picture to see it full size.
Good to knowAn issued invoice cannot be changed or deleted. Corrections are made with a credit or debit note. All documents are in Sales › Invoices, with “Export for the accountant (CSV)”.

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