Create a New Invoice

We have tried to make the invoicing as straightforward as possible. The easiest way to add an invoice is to click on the Accounts Menu and select Create a New Invoice.  Another way is to click on the View Invoices on the Accounts Menu and then press Add.

Assuming you are invoicing at the premises and/or that same day these dates will be correct. Any of these dates can be changed if required.

The Invoice Date is assumed to be today's date.

The Date Due is calculated from the Preferences/Accounts screen (usually 30 days).

The Date of Visit is also assumed to be today.

The Invoice Number will have been set from the Preferences/Accounts screen

Once you are happy with the top section of the invoice click in the Horse section and you will see the client's horses are available for selection.  To complete the invoice TAB along completing the details as you go. Most of the sections will be available for selection from the dropdown boxes.  The prices will have been calculated automatically as long as you have entered the information when adding an item.  However the Quantity and Net price can be adjusted.

Creating an Invoice with various visit Dates

When you start the invoice the date of visit will assume today's date.  However if you have made visits on different dates then these can be shown on the same invoice if you wish.

Step 1 - Select the visit date and complete the line or lines of the invoice choosing horse, item etc.

Step 2 - Now select another visit date and add the horse, item etc.

Step 3 - When you preview the invoice you will see that it shows the Visit Dates.