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Invoices and payments
Invoices and payments
Bills, estimates, payments, returns and subscriptions.
How to create an invoice and take payment
Bill a customer, record what they paid, and see what is still owed.
How to send a customer a price before they book
Send an estimate so a customer can see the cost, then turn it into a real invoice if they go ahead.
How to create a subscription plan
Set up a package customers pay for once and use over time.
How to give a customer a subscription
Put a plan on a customer's account and take the payment.
How to use a customer's wallet balance
Hold money in credit against a customer and put it towards a later invoice.
Why a booking item says Added via invoice
Some things on a booking were added on the invoice rather than to the booking, and those cannot have staff put on them.
How to record a sales return
Take something back, refund the customer, and put the stock back where it belongs.
How to cancel or delete an invoice
Cancelling keeps the bill and its number, deleting throws both away. Which to use, how to do each, and where deleted bills are listed.
How to delete a booking and refund what was paid
Delete a booking, choose where any money paid goes back to, and find it again afterwards.
How to raise a credit note
Correct a bill you have already sent, on a product or a service.
How to refund payment to your customer
Give money back from a payment or a credit note, or turn it into wallet credit.
How to record a payment
Write down money a customer has given you, and tick off the bills it clears.
Change the date on a paid invoice
Edit the invoice date or due date after a bill has already been paid.
