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Create Invoices from Schedule

You can create invoices from your schedule a couple different ways.

One way to create invoices from your schedule, click the Schedule Tab

Once on your schedule, click Grid View

Select the boxes beside the visits you want to create invoices for and click “Close and Invoice

Another way is to click on the visit on your calendar and close and invoice from the popup:

When you click “Complete & Invoice” here, it adds this visit to an invoice automatically for you.

Updated on December 18, 2022

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