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How do I raise an invoice?

You'll need to be able to generate an invoice for your clients once their appointment has been completed. By checking out your appointments and raising invoices, you can stay up-to-date with your business performance by tracking your sales, payments, commissions, inventory, tips, and taxes. 

Invoices can be raised against appointments or created individually to sell products, memberships, and vouchers. 

Raise an invoice from your calendar

Once an appointment has been completed, you can checkout and raise an invoice in just a few simple steps:

  1. Go to Calendar and select the appointment you’d like to raise an invoice for.
  2. Click Checkout and you'll be redirected to New sale.
  3. Add any products, services, memberships, and vouchers to the cart.
  4. Click on each item in the cart to add a discount, change the service provider, or remove it.
  5. To change the person who raised, invoiced, and took the payment, click More Options and select Invoice Details. You can also add Invoice notes to appear at the bottom of the invoice.
  6. Add a tip if the client would like to include one.
  7. Once you’re happy with your changes, choose the payment method and click Charge now to finish raising the invoice.

NOTE: When an appointment has been completed and an invoice has been raised, an invoice icon will appear on the completed appointment. You can view the invoice by clicking on the appointment and selecting View invoice.


Raise an invoice from a sale

You can also raise an invoice for an appointment, paid plan, product, or voucher as a new sale.

To raise an invoice from a sale:

  1. Go to your Sales and select New Sale.
  2. Add any products, services, memberships, and vouchers to the cart.
  3. Click on each item in the cart to add a discount, change the service provider, or remove it.
  4. To change the person who raised, invoiced, and took the payment, click More Options and select Invoice Details. You can also add Invoice notes to appear at the bottom of the invoice.
  5. Add a tip if the client would like to include one.
  6. Once you’re happy with your changes, choose the payment method and click Charge now to finish raising the invoice.

PRO TIP: Most reports are based on sales generated from invoices, so it’s important you check out appointments as soon as they’ve been completed. Click here for more information on how to get the most out of your reporting. 


Void an invoice

If an invoice has been raised in error, you can make it void in just a few simple steps:

  1. Go to Sales and select Sales history.
  2. Use the search bar, date range, or filters to find the invoice you’re looking to void.
  3. Click on More Options and select Void.
  4. Click on Void invoice to confirm.

Voiding an invoice is permanent and cannot be undone.

NOTE: Products will automatically be added back into your inventory when voiding an invoice. Payments will be deleted and timestamped.

PRO TIP: All invoices - including voided invoices - can be tracked under Sales by selecting Invoices.

 

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