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How to send an invoice to a client?

You can send an invoice to the client, even before they pay. They can even sign, pay and confirm the booking without having to log in. You can also get a hard copy if you need a written signature.

Updated over a month ago

Can I send an invoice to my client before they confirm, book and pay?

There are two ways to send an invoice to a client.

Method 1:

  1. Click on Sales --> Bookings and click on the booking.

  2. Go to the Invoice tab from the menu across the top of the booking.

  3. Scroll to the bottom of the page and click the page icon to copy the url.

  4. Send that url to the client; this will allow them to sign & pay without having to create an account and sign in.

Method 2:

  1. Click on Sales --> Bookings and click on the booking.

  2. Go to the Invoice tab from the menu across the top of the booking.

  3. Scroll to the bottom of the page and click the PDF button

  4. Send the PDF to the client; this will allow them to sign & pay without having to create an account and sign in.

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