When you choose the booking items on the Finance card some of that data is transfered to the Invoice card to create invoices etc.,
We will use the following booking to illustrate how this works. Here is the Finance card with the items that have been booked:
If we go to the Invoice card at we will see the following:
It is blank to start with as nothing has been created. There is a detailed article on creating invoices, pro formas and credit notes here. Please note that you have to have added templates for these documents to your school’s account before you can print.
Here is a short video showing how to create an invoice: