Adding Services To An Existing Invoice
In the event that you need to add additional services to a client's invoice, you can do this easily from the Scheduler or from the client's profile.
IN THIS ARTICLE
From The Scheduler
To add additional services to a client's invoice from the Scheduler, click on any service from the client's service order on the calendar and select the three bar icon to pull up the service order.
From the service order, select the "Add Event" button to add the new service.
Now you can add the additional service by filling in the details and saving your changes.
From The Client Profile
To add services to a client's invoice from their profile, find the invoice you want to adjust on the Services/Invoices tab and select the "Calendar" button.
This will take you directly to the Scheduler with the client's service order open. From here, you can follow the previous steps to add an event.
The following video also walks through how to add services to an existing invoice for a client: