Add your Registered name in Business details first; invoices cannot be issued without it.
To invoice a job:
- Open the booking in Reservations and press Create invoice. You can also start blank with New invoice on Invoices.
- Check Bill to and the lines. The service, price option and price are filled in, and a deposit the customer paid is taken off.
- Check the dates. If the customer has an email, leave Email the invoice when issued ticked. Press Issue invoice.
Tax (SST or GST) follows Rate card, Quotation settings. The number is given when you issue the invoice, and an issued invoice cannot be edited: press Void this invoice, give a reason and issue a new one. A voided number is never used again.
To send it, open the invoice and press WhatsApp the link, Copy link or Email invoice. The customer opens the link to view, print or save it as a PDF, without signing in.
When the money comes in, press Record payment, enter the amount, how it was paid, the date and any reference, and save. The invoice shows Partly paid or Paid; unpaid after its due date, it shows Overdue.
Each payment gets its own numbered receipt (RCT-… unless you changed the format). If the customer has an email, tick Email the receipt to … to send it. The icons next to the payment open or resend the receipt.
If you connected HitPay under Business details, Payments, the invoice link also shows Pay now, and payments made there are recorded with a receipt by themselves.
Recorded a payment by mistake? Remove it with the bin icon; its receipt is cancelled too. An invoice with payments can only be voided once they are removed.