Create a New Invoice - Web Version

Use invoices to bill customers directly from your checkout screen, set a due date for payment, send automatic reminders to customers whose payments are overdue, and easily keep track of all invoices in Vagaro.

You can also:

• Save an invoice if you need to work on it later
• Allow customers to leave a tip when paying an invoice online
• Enter a message to include with an invoice
• Preview how your invoice will look before sending

In this article, we will go over:

• Create a New Invoice (next)
• Restrict Employee Access to Invoices

Create a New Invoice

There are two places in Vagaro where you can create a new invoice:

• From the Checkout page
• From the Invoices page (Settings > Things We Sell > Invoices) where clicking Create New takes you to the Checkout page
  

1. Select a customer on the Checkout page.
   1. The In Today tab shows customers who have appointments today.
   2. The All Customers tab shows your current customer list.
2. Add items to the cart.
3. Click the drop-down arrow on the green Checkout button and select Create Invoice.
   
   
   1. On the New Invoice screen, you can add a title for the invoice, change the invoice number (which automatically increments from the previously used number), and change the due date (which defaults to today's date.)
      
   2. Scroll down on the page to access Advanced options:
      
      
      • Toggle Allow Tip on (green) to let the customer add a tip when paying
      • Enter a message to your customer that will display on the invoice
4. Click Next.
5. Review the draft invoice.
   
   
   1. If it is ready to send, click Send Invoice.
      You'll see a confirmation banner at the top of your screen and the system takes you to the Invoices page, where your new invoice is at the top of the list with a status of Sent.
      
   2. If you want to work on it more, click Save for Later.
      The invoice will be in your invoices list with a status of Draft, for you to edit and send when you're ready.
      

Restrict Employees' Access to Invoices

You can control employees' ability to view, add, edit, and delete Invoices in your account.

1. Navigate to Settings > Employees > Access Levels.
   
2. Select the access level to change, click the Action menu (3 vertical dots), and then Edit.
3. Scroll down to the Checkout section, and then Invoice Management is the last entry.
   1. Click View to allow the employee to see all invoices.
   2. Click Modify to enable employees to add or change invoices.
      Green indicates that the option is on for this access level.
      

Click this link to learn more about access levels: Setting Access Levels - Web Version.