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.
- Press Go to Invoice.
- Check the lines. Everything on the booking is already on the bill, including any advance the customer paid. You are only asking for what is left.
- Press Generate Invoice. If the booking already has one, this button reads View Invoice instead.
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 the customer already paid an advance, its amount is applied for you and does not show in Amount Received. Type only the extra amount you are collecting now in that field, not the advance plus the extra.
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 the invoice says Payment Received, not Paid
Payment Received means the customer has paid in full but the booking is still running. The money is recorded either way.
The bill stays open on purpose. A booking that is still going can still pick up extra days or extra services. It turns into Paid once the booking is closed, and a Payment Received invoice can still be edited.
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.