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How to create an invoice?

Follow these steps to create an invoice for your clients:

  1. Log in to your Schedule Connect account.
  2. On the left-hand side, click on the ‘Invoices’ option.
  3. Within the invoice section, click on the blue ‘New Invoice’ button.
  4. Use the integrated search to add the client for whom you want to generate an invoice (You can also add a new client using the same integrated search).
  5. Click on the ‘+’ icon to add the different fields that will be charged to the client and finish by pressing the ‘Save’ button.
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