How to Generate an Invoice on ShopOfficer

This guide will walk you through the process of generating an invoice on ShopOfficer. Follow to easily generate an invoice on ShopOfficer.

Select the estimate you want to generate an invoice for from the workflow section

Switch from “Estimate” to “Invoice” on the Order Status

Select “Invoice” from the workflow dropdown to stay organized

Once done, You can choose to print or email the generated invoice.

Click on the “Email Invoice” Fill in the necessary details in the pop-up and click send

How to Set New Appointments in ShopOfficer

Learn how to efficiently set new appointments in ShopOfficer with this detailed guide. To go to the appointments window, click on the plus icon at the top of your screen

Select “Appointment” from the dropdown

Or Select “Calendar” from the main menu to go to the same interface.

To create a new appointment, Click on the “New Appointment” button

Fill in all required fields

Select appointment date and time

Switch the toggle on to send appointment confirmation or reminder

Select confirmation template from the dropdown

Save the appointment details.

Click to expand the just created appointment

Preview appointment to confirm set details