Manually adding a new session / product to an account

  • Last Updated: March 29, 2022
There may be times when you need to manually add a session to an account.

  • Go to a user's profile. You can go to any profile within the family.
  • Click on the Sales tab to the right of the name.
  • Click the blue button labeled New Sale towards the top right of the page.
  • Select the user you want to add a new sale for.
  • Leave a note if you'd like (this will appear on the invoice), modify the price (only if it is something other than the default price) and back date the sale if necessary.
  • Click Save

The Sales tab will refresh and the you will see the new session and the balance will be recalculated.