How to Create an Invoice for a Client
1. Click on Client Care.
2. Click on Clients.
3. Click on the Account Summary icon of the client’s account.
4. Click on the Email Statement icon that resembles an envelope.
5. Click the Send icon at the bottom left corner of the new email screen.
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https://share.vidyard.com/watch/viuTNHFDvXGY79TKqQ6bTF? Steps 1. Go to the Client Care > Clients list, and filter and find the client for whom you'd like to add a consultation report. Select the Add/Edit Consult Report icon. 2. On the Edit ...