Adding you own invoice lines

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  3. Creating Invoices
  4. Adding you own invoice lines

It is possible to create a separate invoice for products or services not created in Trainin. In this case, the client will not receive any product/credits, and only an invoice and payment will be created. To do this follow these steps: 

  1. Go to Finance 
  2. Click on + New sale and then on Create invoice 
  3. Look up the client (or enter details of Guest) 
  4. Under Item, click on + Custom 

Next, you can add an invoice line yourself. You then have the option to enter a description, a quantity, the rate (per item) and the VAT rate. 

 

Graphical user interface, text, email Description automatically generated 

Finally, you can create and send the invoice.