To create a one time manual invoice:


  1. Log in to the SMS
  2. Click on Locations
  3. Click on the white arrow head to open your location
  4. Click on the Suite number
  5. Click on the Lifestyle Professional's Name
  6. Click the Transactions Tab
  7. Click Add Invoice
  8. Enter the following
    1. Select Invoice
    2. Select Manual
    3. Enter Due Date
    4. Enter Description in both Description Fields
    5. Select Category
    6. Click Add to Save