Clicking the New Invoice button from either the Client Search window, or as you will notice above, from the Client History form, will open the New Invoice Form.

As you can see, this form displays the client information, and the default status of call back. This is because most of the clients entered here will already have their information packages, as will become clearer later on in the instructions for downloading the client information from the web.

Client Status is the second button on the switchboard. When it is clicked, this is what appears:

The user either types in or selects the package name and status from the drop-down menu (signified by the little down arrows to the right of the input fields. Using this option whenever ava ilable reduces the chances of typographical errors.

When clicked, the View Status button will show the following:

This form displays all of the confirmed (in this case) clients for that Package Name, along with some accompanying details.

When the Print Invoices button is clicked, all the confirmed clients' invoices are printed. The appropriate client information is automatically put onto this invoice.

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