Manage Invoices

You can track and manage your invoices in different places, depending on your preferred workflow.

Options

  • Invoices List: This page provides a list of all invoices and offers several filters, such as Date, Due Date, Client, and Status. To access this page, click Lists → Invoices.
  • Client Profile: The Invoices tab in a client's profile will show you all the invoices for that particular client. You can also create new invoices for that client and see their total balance. 
  • Appointments List: This page allows you to manage invoices based on appointments. You can search for appointments that have not been paid or invoiced using appointment filters such as Date, Service, Location, and Practitioner. To access this page, click Lists → Appointments.
  • Packages List: Similar to the above, you can manage invoices based on packages. To access the Packages page, click Bookings → Packages.

Client's Point of View

The video below shows the client's view when they receive an invoice from you. Note that they can make a payment in less than one minute!

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