Create Invoice Contacts

To get started, create or select the contact to send an invoice to.


Create Invoices

Create standalone or recurring invoices to send to customers

One-Time Invoices

1

Log in to the Dashboard and navigate to Operations > Invoicing

2

Click Create and select Invoice

3

Input the invoice details and click Next

Contact: Click the dropdown to select an existing contact to assign this invoice. For new contacts, type in their name and select “Create Contact” to enter their information.

Invoice Number: Input your preferred invoice number or use the auto-generated invoice number

Due Date: Assign a due date to the invoice

Invoice Notes (Optional): Include any notes to include in the invoice for the customer

Enable Tips: If set to Yes, the invoice contact can include a tip when paying off the invoice

Service Date: Select the date and time this invoice should be recorded as a sale for reporting purposes

Send to Ticket Screen at Service: If set to Yes, the invoice line items will appear on the ticket screen of your POS on the selected service date

Additional Recipients: Use the +Additional Recipients button to attach other emails to send the invoice and any payment reminders

Invoice Reminders: Add invoice reminders by using the +Add Reminder button. Edit the frequency by changing the Days and the Occurrence setup (Before, On, After) in relation to the Due Date. Delete reminders by clicking the trash icon next to the unwanted reminder date

4

Input each invoice line item by using the Add line item + button. Add an existing menu item or create custom items for this invoice.

To add existing menu products, click the Add line item + button and type in the name of an existing product you would like to add. Select the corresponding product to add to the invoice.

To create and add custom line items, click the Add line item + button and type in a name for the custom product. Select the “Create One Time Item” option to add and manually input the Price.

5

Enter the correct amount of each line item under Quantity.

6

Customize products and applied tax rates, add Discounts or Service Fees, and include Tips.

7

Confirm the invoice information. Click on the Preview (PDF) or Preview (EMAIL) tab to see the exact invoice the customer will receive.

8

Click Review Invoice and select the following action:

Save as Draft: Save the invoice as a draft to send at another date

Send Quote: Send a quote for the customer to approve or reject - you will be notified of their feedback via email

Create Without Sending: Create the invoice but do not send to the customer

Create & Send: Create and send the invoice to the customer


Manage Invoice Settings

Update relevant invoice settings in the Dashboard