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Viewing and Editing Invoices from a Client's Profile
Viewing and Editing Invoices from a Client's Profile
Updated over 2 years ago

Another way to access your invoices is from the Clients section. Just click on the Clients page from the left panel, and choose the client you would like to edit or view an invoice for:

1. Go to 'Clients'

2. Select the client to open their personal profile

3. Choose the 'Invoices' tab at the top

4. You can see the status of the invoice here:

5. To edit the invoice, or to view it in more detail, click directly on the invoice number:

6. This will pull up your invoice, and at the top left you’ll be able to see the status of the invoice and edit it.

7. You’ll also be able to add items to this invoice from here. Just click the “Add Item” button:

8. Don't forget to hit Save once you're done!



If you need more help or have questions, feel free to contact us at support@practicespace.health and we will be happy to help!

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