Invoices

Manage invoice creation, editing, and delivery in one place.

Create, send, and manage invoices for your clients and contacts. Learn how to customize templates, edit drafts, apply credits, and void or delete invoices when needed.

• Create an invoice - Learn how to create and send invoices.

• Add products to an invoice - Add products to an invoice to record in person sales.

• Edit an invoice - Revert an invoice to draft so you can make changes or corrections.

• Delete an invoice - Permanently remove an invoice that was created in error or is no longer required.

• Void an invoice - Learn how to cancel an issued invoice.

• Invoice for a canceled appointment - Invoice a client for a canceled appointment based on your cancellation policy.

• Invoice field reference guide - Learn what each invoice field and status means in Caspen.