WEBVTT

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Hi there, and welcome to a new video tutorial.

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Irina

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here, with you. Did you. know that you can process a sale and create an invoice or receipt without

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an appointment? This is perfect for situations when a client drops in to purchase a product, for example,

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but is not specifically there for an appointment.

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Zanda can help you

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with this. Let me show you how this

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can be done. To process a sale without an appointment, let's go to the

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sales menu, select new

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sale. In the services and products provided

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to,

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select, uh, or search for the client's

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name. Uh, in the

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sold by list, select the name for reporting and cash balancing

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purposes. If this item can be covered by, uh, client's

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insurance, select the insurance, or you can remove this information from the invoice.

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Next, select who will pay the invoice:

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client, the client's contact, or a third

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party. Select the location. This will be linked to the default location,

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but

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you can select a different

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one. And then click create

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invoice. The invoice will be created. You will see that i- it is not linked with any

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appointment. Now let's, uh, add an item to

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this invoice. We will select the product, that this. client'

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purchased, and then in the

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payments, select the payment

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method and click

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save. So this way, we created an invoice

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without an appointment.

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We made a record of the product sold

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with this invoice, and we recorded a payment

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to create a receipt for this invoice

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as well, and now we can email it

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to

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the client' or

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print it out to give it to them right

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on the spot. This invoice. will be recorded in the client, information.

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So for example, let's go to this client's profile billing invoices page,

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and we will see this invoice.

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listed here. You can see that the appointment. information

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cell

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is blank

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here, uh, but all the other details are here for your information.

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While we're here on this page, let' me show you that y- you can

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also create an invoice. without an appointment, record a sale,

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for example, through this client profile page as well. Here we are on this page,

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and we can just c- create new invoice.

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There you go. You can briefly record or update the information so it can be sold by a different

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practitioner. You can update the invoice date and the due date

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if it's necessary. You can update the location,

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update the payable by referral and insuran- insurance information if necessary.

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And now let's create that invoice. Let's click add item,

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select,

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uh, the product

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that we sold to

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the client,

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and also record a

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payment, and save.

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And we generated the new invoice to record the sale, and we generated a receipt

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to record

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the payment, and similarly, we can email or print

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out this,

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uh, invoice or receipt if it's already paid and share it with the payee and with the client.

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And if we go back to the invoices page on the client profile,

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we will see this invoice recorded here

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as well with the appointment.

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information

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blank. And that's it. That's how you can very

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quickly make a record of sale and share the receipt with the payee

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using

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Zanda invoicing feature.