Most invoices come from a booking, so the details are already filled in. You can also make one from scratch for a walk in sale.
From a booking
Open the booking and go to its invoice. Everything on the booking is already on the bill, including any advance the customer paid, so you are only asking for what is left.
From scratch
- Press Create Invoice.
- Choose the customer, or type their details if they are new.
- Press Add Item to add services or products.
- Check the total.
- Press Generate Invoice.
Recording the payment
Enter what the customer actually handed over. If they pay part of it now and the rest later, record what they paid today. The invoice keeps the balance so you can see who still owes you.
If you are not ready to bill yet
Press Save as Draft. The invoice is kept but not counted as money owed, and you can finish it later.
If something goes wrong
If the amounts look wrong, check whether an advance was taken on the booking. Advances come off the total, so the invoice will be lower than the booking price.
If the customer wants a copy, send it from the invoice once it is generated.