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
Note: The quantity for a product isn't deducted from the Inventory until the invoice is paid.
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 (More > Settings > Things We Sell > Invoices) where tapping Create Invoice takes you to the Checkout page.
- Select a customer on the Checkout page.
- The In Today tab shows customers who have appointments today.
- The All Customers tab shows your current customer list.
- Add items to the cart.
- Tap the drop-down arrow on the green Checkout button and select Create Invoice.
- 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.)
- Under 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
- 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.)
- Tap Next.
- Review the draft invoice.
- If it is ready to send, tap Send Invoice.
You'll see a confirmation page, and the invoice will be in your invoices list with a status of Sent.
- If you want to work on it more, tap Save for Later.
You'll see a confirmation banner, and the invoice will be in your invoices list with a status of Draft, for you to edit and send when you're ready.
- If it is ready to send, tap Send Invoice.
Restrict Employees' Access to Invoices
You can control employees' ability to view, add, edit, and delete Invoices in your account.
- Navigate to More > Settings > Employees > Access Levels.
- Select the access level to change, tap the Action menu (3 vertical dots), and then Edit.
- Scroll down to the Checkout section, and then Invoice Management is the last entry.
- Tap View to allow the employee to see all invoices.
- Tap Modify to enable employees to add or change invoices.
Green indicates that the option is on for this access level.
Tap this link to learn more about access levels: Setting Access Levels - Vagaro Pro app.
Comments
3 comments
Wondering if there has been any update to this?
Hi Gwendolyn... I'm sorry but I don't see anything to indicate that this issue has been taken up. The Feature Request list can be hard to search, but I couldn't find any requests that look like this.
I see that when I want to send an invoice REMINDER (Customer Profile > Invoices tab > click the More menu and select Send Reminder) I can enter a different email address from the default.
I don't know if that helps. But otherwise, emails to customers are all sent to the ONE email address that is in their profile.
Thanks Donna! I appreciate the reply!
Please sign in to leave a comment.