When on the invoice page checking out a client, you can drag and drop Services, Products and Appointments to be included into the current invoice.
Here, we searched for additional service and dragged them from the left to the right of the invoice. This updated our invoice to reflect the newly added services and a new amount due:
Within the search field, you can search for any relevant details under its category:
Want an excellent upselling strategy? Use the Products option to drag and drop products (if you have inventory for sale of course) when checking out a client!
Within the Appointments tab, you can search to locate all appointments, past and upcoming:
This is highly useful when a client has an outstanding balance. Simply search for an appointment and drag and drop the service into the invoice to be paid this time around.