In order to create an invoice for a service that has been offered and send it to your client, I invite you to follow the detailed steps :
1. Click on the needed appointment
2. Click on the Billing tab
3. And, either click on :
Pay to select With a Credit Card on File or With New Credit Card or Add Credit Card On File (if the option has been enabled for your account, or else you can address us your request at [email protected]
Add a payment in order to add a payment that has been processed via any other payment mode.
4. Click on Invoice.
5. Choose the location you want to display on the invoice
6. Click the pen icon, in order to edit the service, service date, quantity or unit price, if needed.
7. Click + Appointment or Class to add a past or future appointment to the invoice, or + Service to add another service completely
8. You can also click on the pen icon, next to the Invoice Date to edit it, if needed
9. You can then either Send it by Email/SMS or Print it/Save it as PDF
Send the invoice by email to one or more recipients or by SMS :
Print/save invoice as PDF :
