Finalize an invoice

Finalizing turns a draft into a real invoice. Do it once the lines are correct, usually right after the appointment.

What finalizing does

• Gives the invoice the next number for the year, such as 2026-0042.
• Sets the due date. If the invoice has no Due Date, it's due at the end of the day a set number of days later, in your salon's time zone. You set the number of days in Settings › Payments › Invoice Due Date.
• Creates the PDF, available from View PDF.
• Sets the status to Open, or to Paid if completed payments already cover the total.
• Makes the invoice visible to the client in their account on your booking site.

What gets locked

After finalizing, the invoice can't be changed at all: not the items, coupon, location, team member, due date or notes. It also stops following its appointment, so changing the appointment's service no longer changes the price. Check everything before you finalize.

1. 1

   Step 1 of 3

   Find the invoice

   Go to Finances › Invoices. Drafts show Draft in the Invoice column. You can filter by location, member, client or status.

2. 2

   Step 2 of 3

   Review it

   Click the invoice row. The View Invoice dialog shows the client, items and Financial Summary.

   If something needs to change, open the actions menu at the end of the row (the three dots) and choose Update. Make your changes on the invoice page and click Save.

3. 3

   Step 3 of 3

   Finalize

   Click Finalize in the View Invoice dialog. You can also choose Finalize from the actions menu, in the list or at the top of the invoice page.

   You will see:

   An Invoice Finalized message. The invoice now shows its number, Finalized and the status Open or Paid. View PDF opens the PDF.

After finalizing

• To collect the balance, record a payment or send the client a payment link.
• If the invoice is still Open after its due date, it becomes Overdue.