Generating invoices from care events
Turn billable care into an invoice right from the queue - at completion time or from any care card.
Billable care flows straight into invoicing from two places:
- At completion: turn on Add Charges in the Complete Care Event dialog and finish with Mark Completed & Add Charge.
- From any care card: choose Charge from the card’s menu.
Either way, the Create New Invoice sheet opens with the horse’s client already selected. Enter the line items - category, description, quantity, and rate - and send. The invoice itself works exactly like any other; see
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Prices aren’t copied automatically
Charging from a care event pre-selects the client — it doesn’t pre-fill prices or descriptions. Enter the line items for what you’re billing.
The Add Charges option is unavailable when the horse isn’t linked to a client - link the horse to its owner first.
