Invoices are a safe and secure way to collect payment from customers when they're not at your business. The customer will then receive the invoice by email and text message with instructions on how to pay online. You'll also get a popup informing you that the customer has an outstanding invoice the next time you check them out.
Prerequisites: Credit Card Processing is highly recommended to process invoice payments.
To create and send an invoice:
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Go to Checkout or check out an appointment from the Calendar.
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Ensure you have a customer selected and that their shopping cart is ready for checkout.
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Next to the Checkout button, select the down arrow
button, then select Create Invoice.
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Fill out the invoice as needed:
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Invoice Title: The title of the invoice.
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Invoice #: The number to help find your invoices at a later time. You can't use the same Invoice # more than once.
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Due/Due Date: The expected payment date.
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Message to customer: A message about the invoice directed to the customer.
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Optionally, to prompt customers to add a tip, turn on Allow Tip. This option will not display if your Checkout Settings are set to Don't Ask for Tip.
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Select Next.
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Review all items in your invoice, then select Send Invoice.
Tip
To make a draft to be edited at a later time, select Save for Later.
The system redirects you to Invoice Management where you can create new invoices and manage your Sent, Overdue, Paid, Void, and Draft invoices.
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