You don't need to open a new SOAP to create a quick invoice and in the following help article we will show you how do do that.
First, search for your client and open the client profile.
Once you have found the client you are searching for, click their name to open the client's record.
You will need to SCROLL DOWN to see the Invoices section and the button of the client profile to make a new Quick Invoice. Click the button to create a new invoice without opening a SOAP.
Add items to the new quick invoice by searching for the products. Items that are invoiced on a Quick Invoice are generally only over the counter items as the items entered here are NOT included in the patient's medical record.
Be sure to update the quantity to make sure the client is charged appropriately.
Add the line item to the invoice by using the Green "+" icon or cancel by using the red X. The invoice is saved automatically after each line item you add.
Once you are finished adding items your invoice is ready for payment.