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 the following:
-
Create a New Invoice (next)
There are two places in Vagaro where you can create a new invoice:
-
From the Checkout page
-
From the Invoices page, navigate to ( → → → ); 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.
-
You can create 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 allow the customer to add a tip when paying
-
Enter a message to your customer that will display on the invoice
-
-
-
Tap Next.
-
Review the draft invoice.
-
When ready, tap Send Invoice.
A confirmation screen will display, and the invoice will be in your invoices list with a status of Sent.
-
If you want to save the Invoice as a draft, tap Save for Later.
A confirmation banner will display, and the invoice populate your invoices list with a Draft Status for you to edit and send when you're ready.
-
-
Navigate to
→ → → . -
Select the access level to change, tap the Action menu (3 vertical dots), and then select 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
Thanks Donna! I appreciate the reply!
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.
Please sign in to leave a comment.