Articles in this section

Create a New Invoice - Web Version

Avatar
Jamie Bennett
  • Updated
Follow

This article will cover how to create an invoice from the Checkout screen and Invoices page and how to configure access levels for invoices.

With invoices, you can:

  • 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

What's in this article?

Prerequisites

Available for all Vagaro businesses.

Note

A customer cannot pay for an invoice online if you do not have Credit Card Processing activated. See This Feature Works Best With for more information.

Creating the Invoice

You can easily send invoices to customers through the Checkout screen or Invoice page.

Create an Invoice From the Checkout Screen

Note

Before following this step, ensure that a customer is selected and items are added to the cart.

Click the drop-down arrow, then select Create Invoice. This will take you to the New Invoice screen.

checkout_create_invoice_2x.png

Create an Invoice From the Invoices Page

  1. Navigate to Things We Sell → Things We Sell → Invoices.

    settings_tws_invoices_2x.png

  2. Click Create New. This will navigate you to the Checkout screen.

  3. Select a customer and add items to the cart.

  4. When you are ready to create the invoice, click Create Invoice.

    create_invoice_web_2x.png

    This will take you to the New Invoice screen.

Sending the Invoice

  1. On the New Invoice screen, you can add a title for the invoice, change the invoice number (which automatically increments from the previous invoice), and change the due date (defaults to today's date).

    inv_screen_top_2x.png

  2. In the Items section, you can review the items included in the invoice, the total, any discounts applied, and tax.

  3. Toggle Allow Tip on (green) to allow the customer to add a tip when paying for the invoice.

    inv_screen_bottom_2x.png

    Note

    If you have Tipping Options set to Don't Ask for Tip, you will not have the option to Allow Tip.

  4. Enter a message for your customer. This will display on the invoice.

  5. Click Next.

  6. Review the draft invoice.

    invoice_preview_2x.png

  7. Send or save the invoice.

    1. When ready, 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.

      after_send_inv_2x.png

    2. To save the invoice as a draft, click Save for Later.

      The invoice will display in your invoices list with a status of Draft for you to edit and send when you're ready.

      after_send_inv_draft_2x.png

Note

Please note that the quantity for a product isn't deducted from the Inventory until the invoice is paid.

Next Steps and Recommended Features

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.

    stock_web_settings_access_lev.png

  2. Select the employee type you want to change, click the Action menu (3 vertical dots), and then select Edit.

    edit_access_level_web_2x.png

  3. Scroll down to the Invoice Management access level.

    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.

      invoice_mgmt_al_2x.png

Learn more about access levels: Setting Access Levels - Web Version.

This Feature Works Best With Credit Card Processing

Without Credit Card Processing activated, the customer will have to return to your business to pay for the invoice.

But that's not all...

Vagaro offers competitive credit card processing rates and a wide range of other benefits, including selling services, products, memberships, and gift certificates online. You can also store credit cards, create cancellation and no-show policies, and require credit card payments online. And you can get a FREE Credit Card Reader.

See the following articles for more information:

With Credit Card Processing, you can also access the Online Shopping Cart , which allows you to sell services, products, and more on your Vagaro business page.

Need More Help?

You can manage and edit your invoices on the Invoices page. You can send customer reminders and notifications for overdue invoices as well. See the articles below for more information.

Related articles

Comments

0 comments

Please sign in to leave a comment.