1. Find the Invoice
You can open the invoice from within the client record....
....or under the "Invoice" tab you can search by invoice number, name, or amount
2. Add Services
Click "Add Items" and select the piano you are adding services to. Adding a "MISC" service will not link it to that piano's service history record. All changes are immediately saved and will be visible if the client views the original invoice.
3. Email the Invoice
If you would like to re-email the updated invoice, click the "Send Email" button at the top of the invoice
Gazelle will record these updates to the invoice on the client's timeline and within the piano record. You're done!