Creating non-session invoices (Charging for a Product Only)

Follow

Sometimes you may need to create invoices for services that aren't sessions such as selling a book to a client or a seminar that you host. First, make sure to set up these non-session services as products. Click here to learn how to add products. Then, watch the video below to learn how to create non-session invoices.

1. First, click on the blue +Create button.

2. Select Invoice.

3. To create an empty invoice, click on OK in the modal that appears.

4. Click on the +Add Line Item button.

5. Click on the +Add button for the product you want to add.

6. Click on the blue Save button on the top right of the page.

Have more questions? Submit a request

Comments