- 15 Nov 2023
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Creating an invoice
- Updated on 15 Nov 2023
- 1 Minute to read
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An invoice can be created for unpaid bookings and product sales. This covers if both a client or admin makes a booking or product sale, where payment is not required upfront and an invoice is to be sent to the client for payment.
This article covers these scenarios, as well as how you can configure the invoice content.
Booking invoice
Once a booking has been created, you can generate an invoice from the booking detail screen.
Product sale invoice
Once a product sale has been initiated, you can generate an invoice from the product sale detail screen.
Steps
- Navigate to the Sales menu
- Create a New Sale
- Add client & product detail including Sale Date, Sales Person, Client, Voucher Recipient and optionally Purchase Order
- Click Save Invoice in the menu
- Immediately after you click Save Invoice, options to email or print the invoice will appear in the menu. This invoice will automatically update to the client account.
Invoice details
The invoice can be configured to include different details. This includes displaying different information based on the payment status, and a range of other details regarding the booking and bank details.
Payment status
- Paid: If the service has been paid for, the invoice will indicate the payment method and amount
- Unpaid: If the service has not been paid, the invoice will indicate that payment is outstanding
Other invoice details
A range of options are available to configure what information you'd like to appear in the invoice. These include:
- Instructor's name
- Client ID
- Client address (show none, show booking address, show client address)
- Invoice bank details (show on all/none invoices, show on only unpaid)
Invoice footer
- Setup > Business Details > Finances tab
- Go to the Invoice Footer section and click the Update Footer link
- Add any footer text into the text box and click Set
- Click the Save button back on the Finances tab to ensure updates are saved