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You have four ways to add a new invoice in Spectra. How you create an invoice will depend on the type of invoice that needs to be created.
When creating a session with the Scheduling Wizard, you'll be given the option to also create an invoice. Choose Yes if you want to create a new invoice at that time and the wizard will walk you through creating an invoice for the session.
Open a session record and click Session Invoice in the New group of the ribbon. The Invoice Wizard will walk you through creating an invoice linked to the session.
Open a client record and click Client Invoice in the New group of the ribbon. The Invoice Wizard will walk you through creating an invoice linked to the client.
To create a quick sale invoice, go to the New group on the ribbon of any hub and click Quick Sale. The Invoice Wizard will walk you through creating a quick sale invoice. (For more information see "Quick Sale Invoices.")
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DOES IS MATTER WHETHER I CREATE AN INVOICE
FROM A SESSION OR A CLIENT?
YES, IT DOES! An invoice should almost always be created from a Session. The only time you should create an invoice from a Client is if the client is purchasing a product or service from you, but has not completed a session. An example of when a client-based invoice should be used would be when a customer walks in off the street and wants to purchase a frame. When recording a session-based invoice, make sure you are creating the invoice from the actual session the invoice pertains to. |
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HERE'S A FLASH FOR YOU!
Advanced users can choose to disable the Invoice Wizard. See the “User Preferences” section for more information.  |
Open the client and go to the Invoices tab or the Summary tab. Double-click the desired invoice to open it.
Open the session and go to the Invoices tab. Double-click the desired invoice to open it.
Open the Invoices hub by clicking Invoices on the hub menu or by using the F7 function key. The default search criteria for the Invoices hub is to Search By Invoice Number. However, you can click Search By and change it to Web Order Number, Bill-To Name, Invoice Date, Payment Due Date, Session Date, Invoice Status, or Filter. Depending on what you choose, you may either select the criteria from a drop-down list or just type into the field next to it. Once you click Enter, matching invoices will be listed in the grid. Double-click on an invoice to open it. To see all of your invoices again, clear the criteria field and then click Enter.
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ATTENTION!
Invoices CANNOT be modified or deleted after they have been posted. See the “Studio Preferences” and "Working with Accounting Features" sections for more information on posting. |
Find the invoice to be deleted and double-click to open it.
Open the Invoice
menu 
and click Delete,
or click Delete on the ribbon.
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HERE'S A FLASH FOR YOU!
Invoices with payment records cannot be deleted. Delete any payment records first and then delete the invoice. |
