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How to invoice 'add on' or 'walk-in' services

  • Updated

Sometimes you will perform or sell an additional service to a customer as part of their appointment. If this doesn't take any additional time, then adding the service to the calendar isn't always appropriate.

Likewise, if you have a customer pop in off the street who wants to have a service done, but doesn't want or need to be booked in, you can raise a sale for that service

Instead, you can add the service directly to the invoice when you raise a sale:

  1. For an existing appointment.
  2. For a customer without an appointment.
This feature may not be available on your current plan. Find out how to upgrade in our How to change your Timely plan guide.

 

For an existing appointment

  1. From the Calendar, click the appointment you wish to raise an invoice for.
  2. Click the Raise sale button on the appointment pop up: 

  3. A new sale will be created which includes the appointment details: 

  4. Click the [+ Service] button: 

  5. Select a service from the list to add to the sale: 

  6. Assign the appropriate Staff to each service (or use the Edit all option to assign them all to one staff member): 

  7. Repeat for any other services you'd like to add.
  8. Click Save when you're ready to raise the sale: 

For a customer without an appointment

  1. From anywhere in Timely, click on the sale icon in the top left corner.
  2. Select Service from the options listed: 

  3. You can then select the Location to assign the sale too: 

  4. Select the client in the Invoice to section: 

  5. Click the Choose a service field and select a service from the list: 

  6. If you'd like to add more services, click the [+ Service] button and select another service to add to the invoice: 

  7. Assign the appropriate Staff member to each service (this will assign the sale to that staff member in reports: 

  8. Click Save to raise the invoice and apply payment as normal.

Things to remember

  • Walk-in services will be included in the Sales reports under "Walk-in service sales".
  • Walk-in services won't be included in any Appointment reports, like the Day sheet or Appointment schedule.
  • Walk-in services will be included in your Transacted sales totals on the Dashboard, but they won't contribute towards your Average appointment value.

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