Create invoices from completed bookings, record payments, and track outstanding balances. Invoices pull service and customer details from the booking. Print or download invoices for your records.
Overview of Booking Invoices
Booking invoices are created from completed bookings. The invoice includes the service, price, tax, and customer details. You can create an invoice when a booking is marked Completed, or in bulk for multiple bookings.
How to Create an Invoice from a Booking
Open the Completed Booking
Go to Bookings and find a booking with status Completed. Click to open it.
Create Invoice
Click "Create Invoice" or "Generate Invoice". A new invoice is created with customer, booking reference, and service line pre-filled.
Review and Adjust
Review the invoice. Add discount, extra charges, or notes if needed. Set due date. Save as Draft or mark as Sent.
Send or Print
Send the invoice via email to the customer or print/download as PDF for manual delivery.
Invoice Form Fields
Invoice Form Fields
Customer
Auto-filled from the booking. The customer who received the service.
Booking Reference
Auto-filled. Links the invoice to the booking for traceability.
Invoice Date
Required. Date of the invoice. Defaults to today.
Due Date
Optional. When payment is due. Used for overdue tracking.
Items/Services
Auto-filled from the booking. Service name, quantity, rate, and amount.
Tax
Auto-calculated from the service tax. Can be overridden if needed.
Discount
Optional. Percentage or fixed amount off the total.
Notes
Optional. Additional terms or instructions for the customer.
Invoice List
Invoice List Columns
Invoice #
Unique invoice number. Click to view or edit.
Customer
Customer name.
Booking
Linked booking reference.
Date
Invoice date.
Amount
Total invoice amount.
Status
Draft, Sent, Paid, or Overdue.
Invoice Statuses
Draft — Invoice created but not yet sent. Can be edited.
Sent — Invoice sent to customer. Awaiting payment.
Paid — Full payment received.
Overdue — Due date passed and payment not received.
Recording Payment
Open an invoice and click "Record Payment". Enter the amount received, payment date, and payment method (cash, card, bank transfer, etc.). If the amount equals the total, the invoice status becomes Paid. For partial payments, the balance is tracked until fully paid.
Printing and Downloading Invoices
Open an invoice and use Print or Download PDF. The invoice is formatted for printing or sharing. You can also email it directly to the customer from the invoice view.
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Tip: Invoice promptly after completing a booking. Customers are more likely to pay when the invoice is fresh. Use the Outstanding Balance report to follow up on unpaid invoices.
