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How do I invoice a one-off charge?

Add services to an invoice yourself, for anything that isn't an appointment.

Here's how to invoice a client for a one-off charge, like a groom or an extra visit that isn't on your calendar, by adding the services yourself.

Invoice a one-off charge

  1. Tap Invoices, then the + button. On iPad, the + is at the top of the invoice list.

  2. Choose Invoice.

  3. Choose the client and tap Next.

  4. Check the pets. They're all selected to start with. Tap Next.

  5. Check the payment method. Your client's preferred method is picked for you, or your company's if they don't have one. Tap Next.

  6. Find each service and tap its + to add it. Tap Client to see only the services you've made for that client. Tap Next.

  7. Check the date the invoice covers. Today is picked to start with. Tap Next.

  8. Check the due date and tap Next.

  9. Add a deposit if you'd like one, then tap Next.

  10. Check the invoice and tap the ✓ to save.
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Add a discount, travel or a tip

On the services screen, fill in Discount, Travel or Tip above the services. You can also add them to the invoice before you save it.


What happens next

  • Walkies sends the invoice to your client about ten seconds after you save it, by email, push notification in the Walkies Journal app, and SMS or WhatsApp on Pro, depending on their settings.

  • It's listed under Unpaid until it's paid. After the due date it shows as Overdue.

  • Walkies Pay invoices are marked paid when your client pays. For other payment methods, open the invoice and record the payment.
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Good to know

  • An invoice made this way isn't linked to any appointment. If you also have an appointment for the same visit set to invoice When started, starting it creates a second invoice.

  • To bill a client for their appointments, turn on Autopopulate on the services screen instead. See How do I add an invoice?

  • If the client has already paid you, create a receipt instead. See How do I create a receipt?

  • For all the ways to invoice, see Which way of invoicing should I use?

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