Bookem lets you generate invoices for single or multiple bookings directly from your calendar.
1. Go to your Calendar
2. Select the booking you want to invoice for
3. Click on 'New Invoice'
4. Bookem will auto-populate the invoice with the client and service information
5. You can edit the invoice by:
Adding/ removing line items
Copy a previous invoice
Edit pricing where required or apply a discount
6. Once you are happy with the invoice, click one of the following:
Finalise: This allows you to save the open invoice while keep the invoice open.
Finalise & close: This allows you to save the open invoice and close it.
Finalise & send: This allows you to send an unpaid invoice to the client.
Finalise & pay: This allows you to allocate payment and save the invoice. You will also be prompted to send a paid invoice if you do this.
This video shows how to generate an invoice and receive immediate payment, using Finalise & pay
1. Go to Accounts > Invoices
2. Click '+ New Invoice' in the top right corner
3. A blank invoice will open, where you can allocate a client and their booking with the search function
5. Bookem will auto-populate the invoice with the client and service information as set up in your line items for services
6. You can edit the invoice by:
Adding/ removing line items
Copy a previous invoice
Edit pricing where required or apply a discount
7. Once you are happy with the invoice, select one of the following:
Finalise: This allows you to save the open invoice while keep the invoice open.
Finalise & close: This allows you to save the open invoice and close it.
Finalise & send: This allows you to send an unpaid invoice to the client.
Finalise & pay: This allows you to allocate payment and save the invoice. You will also be prompted to send a paid invoice if you do this.
Invoice messages can be edited in Settings > Payments & Invoicing > Messages
You can set a trading name and as a invoice logo for each location under Settings > Payments & Invoicing
You can create one invoice for multiple appointments by clicking on the '+Add Booking' button in the 'Invoice' window.