Quick Invoice

The Quick Invoice is accessible from the Accounts Menu.   It is a very quick method of creating an invoice for repetitive work, i.e. horses having the same work done at any one time.

Step 1 - Select the Client or Stable using the radio buttons .  You will see that the horses for that client are available together with the               items (products/services)

Step 2 - You can click the radio buttons for more options : Ignore Minimum Price: Ignore Horse Type: Receive Payment

Step 3 - Now select the horses you want to invoice by clicking at the left hand side of the horses

Step 4 - Now repeat the above action in the Item column  

Step 5 - The next step is to click the Create Invoice button. If you have checked the Preview Invoice checkbox in the top right corner then you will be able to immediately preview the invoice before printing.

If you choose not to preview the invoice first then the invoice will be the top entry on the View Invoices list.

Automated Invoicing Button

This is a very advanced function which allows you to invoice a horse at the click on a button. It does rely on the shoe details and default items having been completed correctly.

When you press the Automated Invoicing button the following screen will appear:-

As this feature relies on specific horse information only one horse can be selected. As you do that, assuming the details have been entered, the shoes fitted to the horse will be shown. So if you fitted a New Set then all you need to do is to press Create Invoice. However, if you refitted a shoe or trimmed a foot then simply select the appropriate radio button and assuming you have entered default items for Refits and Trims, then those items will be displayed after which Create Invoice can be pressed.

If you choose not to preview the invoice first then the invoice will be the top entry on the View Invoices list.