How do I invoice and charge clients
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- Go to the client (search or go to All clients) and click Invoices
- Click Add Invoice. Due date and currency will be auto-set by your organizations default invoices settings but can be changed per invoice.
- Add Item(s)
Custom Item can be anything.If the client has any appointments which are NOT already on an invoice, you can select them from the dropdown. If the appointment's type has a default price, that will auto-set, else you can enter the price.
- Footer will be auto-set your organization's default, if setup.
- When done, click Save & Finalize
- Click Send to send a notification to the client's contact(s) or a custom email. Invoices are NOT auto-sent.
- If your organization has Stripe payments setup, clients will be able to pay by card and save their card. You can also take their card by clicking, Take card payment, or record a different payment method.
- See, "Saved cards" question for more information on charging saved cards