How to Create an Invoice for a Single Ticket
Click Tickets
Click appropriate Ticket
Add Ticket Fee Types associated with the service
Click Save & Create Invoice
How to Create a Multi-Ticket Invoice
Click Invoices
Click New Invoice +
Click Create Invoice next to appropriate Account
Select the Ticket(s) you want included on the invoice
Click Create Invoice
Review the Invoice summary and click Save & Continue
Review the invoice summary and select the next step based on your invoicing settings
How to Send an Invoice
Click Invoices
Search and click appropriate Open Invoice you would like to export
Click Send Your Invoice Or if payment processing is enabled, click Collect Payment
Complete the form and click Save & Send To Customer
How to Export an Invoice
Click Invoices
Search and click appropriate Open Invoice you would like to export
Click Export to QBO Or if payment processing is enabled, click Collect Payment
Click Close Out Invoice in QBO
First Time Account Exports: If you’re exporting an Invoice for an Account for the first time, you will be prompted to first export the Account. The name must match exactly with an existing QBO customer for the two to sync.
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