Viewing a Client's Receipt or Invoice

You can view, print, or resend a receipt or invoice from various locations in your account. You can view a receipt or invoice from the Sales Activity, Client Record, Business Schedule, or Sales Reports.

Sales Activity:

1. Navigate to your Business tab.
2. Select Sales.
3. Under your Sales Activity, locate the correct invoice for the client. You may need to expand the date range or search for the client by name depending on how long ago the client paid.

Client Record:

1. Navigate to your Business tab.
2. Select Clients. 
3. Search for the client and click on their name to open up their client record.
4. Select Account. A history of all receipts will display.
5. Select View Receipt.

Business Schedule:

1. Navigate to your Business tab.
2. Select Schedule.
3. Select the checked-out appointment on your Schedule.
4. Select Edit.
5. Select View Receipt.

Sales Reports:

1. Navigate to your Business tab.
2. Select Sales.
3. Select Reports.
4. Select Income.
5. Locate the date and select Details.
6. Under the transaction, select Details again.