Creating Simple Invoices

Learn how to quickly create invoices for customers without managing inventory or using Rx worksheets by using Simple Invoices in WINK.

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Content:

• What Is a Simple Invoice?

• Before You Begin

• Creating a Simple Invoice

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What Is a Simple Invoice?

A Simple Invoice is a legal invoice you can issue to any customer who purchases a product or service from your store. Users can create Simple Invoices for walk-in customers and later convert them into complete invoices after the customer leaves.

⚠️ Note: Simple Invoices are not the same as Quick Sales.

• Simple Invoices are used for prescription eyeglasses or contact lenses sold to patients or returning customers.

• Quick Sales are used for accessories, non-prescription eyewear, or one-time sales that don’t need to be tracked.

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Before You Begin

You’ll need to create the following Non-Inventory Products in your database before using Simple Invoices:

Product Name	Print on Invoice As	Default Retail Price
Any Frame	Frame	$0.00
Any Lenses	Lenses	$0.00
Any Contact Lenses	Contact Lenses	$0.00

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Creating a Simple Invoice

1. Go to Find Patient and double-click the desired patient.

2. Click New Invoice.

3. In the Enter product name field, type Any Frame, press Enter, and select it.

4. Repeat the step above with Any Lenses.

5. Optional: Add a description for the frame and lenses (e.g., RayBan, SV, Plastic).

6. Enter the prices for each item.

7. Click Pay → Receive Payment → Print.