PROTIP: To receive an AUTOMATIC payments for invoicing, you must be connected to the Stripe or Square payment gateway for this option
'Auto invoicing' means a clickable link is generated for your clients to pay.
Paid monies will be logged directly to your income dial
Save time as no need to check your bank accounts
Stripe / Square transaction fees get logged directly to your business expenses area - as they are a tax deductible cost
Create an Invoice by clicking on the Plus button from the top right menu.
Alternatively used the Plus button on the Invoice Page.
Next, choose your invoice type from the pop up - select the option for Auto Invoicing via Stripe or Square
In the Create Invoice via Stripe or Square screen start by choosing the client you want to send the invoice to from the drop-down (or add a new client using the green + button) and enter client's email.
NOTE: As you start to enter in your invoice information, you will see the details populating into the Preview area on the righthand side for you to check the details.
Add an invoice or reference number under Invoice Details
Select the Invoice date (today by default) and the Invoice Due date - which is when you want it to be paid by.
There are 2 options to choose from for the information inside the invoice.
Free text Entry - for you to add your own Title and Description for each line entry and add your own quantity and price in the Amount Due box
Existing Appointment/Product - lets you add items to the invoice by selecting from dropdown boxes of previous entries only related to your chosen client.
PROTIP: It's easy to create invoices with a combination of both Free text entry lines and also Existing Appointment and Product sales to send to your clients.
Add Existing Appointment / Products
Click on the Add Existing Appointment /Product and a dropdown will show all of the appointments associated with this client (this covers any appointments this client has where the money is outstanding).
Alternatively you can add any products you've got listed in your product menu to be added to the invoice and sale.
NOTE: If an appointment or product has previously had a part payment made against it, this prepaid amount will show in the Invoice under the Prepaid column on the appropriate line
If you want to put in another item by adding a free text entry then just select Add Free Text Entry and add in the
Title of your Entry - e.g. Weekend Day Rate
Description can give more details to the Title given above e.g. Work includes labour and materials
Towards the bottom of your Create Invoice screen the Invoice template lets you choose the exact colour for your invoice to match your branding or company logo. Enter in a specific Hex number if you know it or use the slider to find the colour you want to use.
Below the Colour slider you can also select the transparency of the colour shown.
The footer template lets you add notes which show on the invoice at the bottom.
PROTIP: Save the colour and footer template for future use to save you time adding them in again each time - tick the green checkbox to Save them.
On a desktop device you can preview your invoice on the righthand side to see how your invoice will look.
Adjust anything you need to amend and then press Save & Send.
View and Download your Invoices
In your Invoices Screen there is a list of your invoices according to date period selected at the top.
To Download your Invoice
Click on the green invoice icon under the Invoice Preview column and the invoice will download directly to your device.
Cancel an Invoice
All unpaid invoices can be cancelled by selecting the yellow button.