Some businesses, such as barbershops and beauty salons, rely heavily on appointment bookings for their operations and require adding appointment details to invoices. The Rewaa platform provides the "Additional Fields" feature, enabling you to include custom fields on invoices, such as date and time, type of appointment, and more. While you can manually add these notes at the end of an invoice, using additional fields allows you to review bookings regularly via an exported Excel file from the customer list, making it a more efficient option. Access to customer data is required to enable this feature.
Adding a New Field
Navigate to:
Settings > Custom Field > New Custom Field.
Enter the following details:
Module: Select Customers.
Field Name (appears on the invoice): Enter an appropriate name, such as Appointment Date and Time.
Data Type: Choose Date and Time.
Print on Invoice: Enable the checkbox (✔) to: This field is printable on the invoice
Click: Create Custom Field.
The fields will appear under the customer list and are ready for use.
ℹ️ You can also add other fields, such as Service Type or Service Provider Name. The number of fields you can add depends on your subscription plan.
Field Preview
Use the preview box on the right side of the page to see the final appearance of the field. Any changes made to the field will be reflected in real time in the preview box.
Using the Fields for Appointment Booking
Before issuing an invoice to a customer, access their profile to add the appointment details.
Enter the date and time in the newly added field (e.g., Appointment Date and Time).
Click Save.
Navigate to the poin of sale screen, select the customer's name, and proceed with the invoice.
The additional field will appear at the top of the invoice.
Viewing All Appointments
Go to the Customer List.
Click Customize Columns.
Enable the checkbox (✔) for the additional field (e.g., Booking Date and Time).
The field will now appear as a column in the customer data table.
ℹ️ The column name will reflect the field name you added.
To export all bookings:
Click Export to download the data as an Excel file.
The file will include complete customer data, including the additional field.
Editing the Field Data
To modify the field data after it has been added:
Click the edit icon (🖋) next to the field.
Update the desired details.
Click Update Field to save the changes.
⚠️ The section (e.g., Customers) cannot be changed once the field is created.
Deleting the Additional Field
Navigate to the additional fields list.
Click the delete icon (🗑️) next to the field.
Confirm deletion by clicking Delete.
ℹ️ Deleting a field will also delete all data previously associated with it, without affecting other data.
FAQs
1- Can I add multiple fields for appointment booking?
Yes, you can add multiple fields based on the available slots in your subscription plan. A pop-up will show the number of used and remaining fields.
2- Can I add appointment details directly from the point-of-sale screen?
Yes, by selecting the section Sales Summary and following the same steps for adding a field.
ℹ️ Appointment details added via the POS will appear only on the invoice, not in the customer list.
3- The field does not appear on the printed invoice. What should I do?
Ensure the Print on Invoice option is selected in the field's settings, then reissue the invoice.
4- Can I change the position of the additional field on the invoice?
No, the field's position is fixed at the top of the invoice.
5- Will deleting an additional field erase the data entered previously?
Yes, deleting a field will remove all associated data, but it will not impact other records. For example, if you delete a Booking Date field, all dates added to customer profiles via this field will be deleted.