Community

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

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 the blue +Create button.

2. Select Invoice.

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

4. Click +Add Line Item.

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

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

Have more questions? Submit a request

Comments