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Add product sales to an invoice/appointment

Created: Feb. 1, 2022, 12:24 a.m. Last updated Feb. 7, 2022, 11:21 p.m.

Add product sales to an invoice/appointment

If you sell physical products, you can add them when invoicing your clients.

Product sales are added to invoices for appointments. Here's how to add a product to an invoice:

  1. Access a client's appointment and click on the 3 dots next to the appointment to open the menu.
  2. Click on Product Sales to add the product(s) you want to add to the invoice for the related appointment.
  3. Enter the product information:
    • Quantity (the amount of the item(s) you've sold).
    • Description (the wording that will appear on the invoice).
    • Price (the amount your client will need to pay for the product.
    • And click on Add. You can add as many products as you like!
  4. When your invoice is created, preview the invoice to view the listed products you've added to the appointment.

Her is an example of what an invoice with product sales might look like:

Example invoice with product sales

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