Create an invoice

Appointments get an invoice automatically. Create one yourself when you sell something outside an appointment, such as a retail product, a gift or a package. A new invoice is saved as a draft, so you can review it before you finalize it.

1. 1

   Step 1 of 6

   Start a new invoice

   Go to Finances › Invoices and click Create Invoice.

2. 2

   Step 2 of 6

   Choose who and where

   In the first card:

   • Location: required. The location where the sale happened.
   • Member: the team member issuing the invoice. For the User role this is always you.
   • Client: pick a client, or choose Walk-In (No Client). You can't change the client after you create the invoice.
   • Due Date: optional. Leave it empty to use your default from Settings › Payments.
3. 3

   Step 3 of 6

   Add items

   In Items, click Add Item. In the dialog:

   1. Under Item, search for a service or product, or type a name and choose it to add a custom item.
   2. Check the Name and Description. They appear on the invoice.
   3. Choose a Tax Rate, or No Tax Rate.
   4. Set the Quantity, at least 1, and the Unit Amount.
   5. Click Add Item.

   Repeat for each line. Use the menu on a line to update or delete it. An invoice needs at least one item.

4. 4

   Step 4 of 6

   Add a coupon

   Under Coupon, choose a coupon or leave No Coupon. Only active coupons can be applied. The discount applies to the whole invoice.

5. 5

   Step 5 of 6

   Add notes

   • Notes are printed on the invoice and visible to the client.
   • Internal Notes are only visible to your team.
6. 6

   Step 6 of 6

   Create the invoice

   Check the Subtotal, Discount, tax and Total in the summary, then click Create.

   You will see:

   An Invoice Created message. The invoice is saved as a draft with the status Draft.

Next steps

• Finalize the invoice to give it a number and a PDF and to let the client pay it.
• Record a payment if the client has already paid.