Use this when a client is ready to pay, but not right now, or when you want a record they can settle later. Creating an invoice puts the sale through straight away with an Owing balance, so you can collect payment when they're ready.
Creating the invoice
- Go to POS and click Add New Client (or your client search icon, top right).
- Type the client's name, wait for the results, then click their name to add them to the sale.
- Add the services, products or vouchers they're being charged for.
- Click Save at the bottom of the cart.
- Choose Create Invoice.
That's it. The sale is now recorded with an Owing balance, and the client's future appointments and account details print straight onto the invoice.
Finding and paying an invoice later
Search for the client and open their client card. Click the Actions menu, then Invoices, to see every invoice for that client with its status (Owing or Paid).
Click View next to the invoice you want.
From here you can:
- Click Pay Invoice to take payment and clear the balance.
- Click Print or Email to send the client a copy.
- Click Export to PDF to save a copy.
If the client changes their mind and the invoice is no longer needed, delete it from the Transactions tab in POS instead. Click More next to the transaction, then Delete. This removes the invoice and the owing visit from their client card.
Finding all your owing invoices
To see every client with an owing invoice in one place, go to Reporting > Report List, then open the Liability Report. Click Show Details next to Invoices Liability for the full list.
If you have any questions, please send them to us via the Submit a Request option in your Help & Support page.