Create & send an invoice
Send a client a formal invoice for services, products or packages, for example for work billed after the fact or anything sold outside the online booking flow. If you don't see Invoices in the sidebar, your plan or role may not include it.
Create an invoice#
- Go to Invoices and choose New invoice. A draft opens.
- Fill in the Client block: name, email, phone and address.
- Under Line items, choose Add line and pick a product or package from the Catalog, or - Free text - for anything else. Set the Qty, Unit price and an optional Discount per line.
- To discount several lines at once, enter a Disc % and choose Apply to all or Apply to selected. You can also enter a Promo code.
- Set the Issued and Due date, the Tax % and any Notes.
- Save. Use Preview / Print to see the finished invoice (it saves your edits first).
Send and get paid#
Choose Send to client to email the invoice. When online payments are set up, the client can pay it by card from the invoice page and it is marked Paid on its own; Check payment looks for a payment right away. If the client pays another way, choose Mark as paid. Void cancels an invoice you no longer need.
The invoice list can be filtered by Draft, Sent, Paid and Void and searched by name or number. Each invoice keeps an Activity history.
Invoices from sales#
From Retail & POS → Sales you can create an invoice for any sale. To do it for every sale automatically, switch on Auto-create invoice on sale in Settings → Online booking, see Sell products with Retail & POS.
Make it yours#
Change colours, fonts and sections with Customize invoice styling. Tax rates are covered in Configure taxes (VAT/TVA).