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Using Dharma Tribe/ Sales

Creating a New Invoice

Create a new invoice with any of three methods:

1.    From any Student record click on New Invoice. Using this method, the student's name will automatically appear in the Purchaser Name field.

2.    Click on the Sales icon (credit card image) in the right hand column of most screens or from the home screen and select New. Then select the Buyer from the student list by typing the last name.

3.    Click on Quick Sale from the Student window or Sell Single from the Add Student window of the Rosters file. Using this method the student's name will automatically appear as the purchaser.

The next invoice # will be automatically generated.

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