Creating a One-Time Invoice

Horse Business Manager

  1. 1. Click on Payments

    Click on Payments
  2. 2. Click on New

    Click on New
  3. 3. Click on New Invoice…

    Click on New Invoice…
  4. 4. To add your logo click on Select a file

    To add your logo click on Select a file
  5. 5. Click on Add a client

    Click on Add a client
  6. 6. Find your client's contact

    Find your client's contact
  7. 7. Click on Add an item

    Click on Add an item
  8. 8. Click on Select a product Or New Item

    Click on Select a product Or New Item
  9. 9. If you click on New Item, a box will appear for you to create your new product

    If you click on New Item, a box will appear for you to create your new product
  10. 10. Otherwise, select your product and price from the dropdown menus and click Save

    Otherwise, select your product and price from the dropdown menus and click Save
  11. 11. In the Add Notes / Terms section you can type any additional information that you want your client to receive on their invoice

    In the Add Notes / Terms section you can type any additional information that you want your client to receive on their invoice
  12. 12. Click on Save

    Click on Save
  13. 13. You can either send the invoice now, choose to Copy & Mark as Sent, or click Back to save the invoice as a Draft

    You can either send the invoice now, choose to Copy & Mark as Sent, or click Back to save the invoice as a Draft