Booking → Invoices

• How to send an invoice from the dashboard
• How to send an invoice from the invoice page
• Understanding the Invoice statuses
• Understanding the operation icons

How to send an invoice from the dashboard

1. Click on Send an Invoice

   

2. A popup will appear

   

3. Enter the Invoice client's name, last name, email, phone number and address in the corresponding fields

   

4. Detail the product or service were provided and it’s associated amount

   

5. To add another product/service click the “+ add a new description and amount”

   

6. To delete a product/service click the x button

   

7. Add notes to the invoice if necessary

   

8. The total amount will be automatically updated

   

9. To finish click send to client and to abort the process click Cancel

   

How to send an invoice from the invoice page

1. Go to Booking → Invoice

   

2. Click on new invoice

   

3. A popup will appear

   

4. Enter the Invoice client's name, last name, email, phone number and address in the corresponding fields

   

5. Detail the product or service were provided and it’s associated amount

   

6. To add another product/service click the “+ add a new description and amount”

   

7. To delete a product/service click the x button

   

8. Add notes to the invoice if necessary

   

9. The total amount will be automatically updated

   

10. To finish click send to client and to abort the process click Cancel

    

Understanding the Invoice statuses

Paid

This status will show when the client has successfully paid the invoice

Pending

This status will show when the client haven’t paid the invoice, this status will also show a different operation icon to resend the invoice to the client’s email

Understanding the operation icons

Edit

This icon will show the invoice as a popup, it will not be editable.

Duplicate

This icon will show the invoice as a popup, it will not be editable.

Resend invoice

This icon will show only if the client haven’t paid the invoice, it will resend the invoice to the client’s email address

Delete invoice

This icon will delete the invoice

Mark as Paid

This icon will mark the invoice as paid