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Invoicing is an important part of running a business, whether this occurs in advance of an appointment to ensure revenue protection or for your client to pay later on when they are out of the salon. With Timely, you can create invoices for appointments, classes, products and packages. You also may want to create a draft invoice, in the event you want to add something to a client's bill but you are not ready to check them out just yet. In this article, you will learn how to create a draft sale / invoice.
How to create a draft invoice
Step-by-step instructions
1
Start by clicking on the client's appointment and select checkout.
2
Add any extras to the appointment (e.g. products, services, appointments, vouchers, credits, or packages).
3
Choose the staff member who is making the sale.
4
When you're ready, click on the x in the top right corner. Then choose save and close. Your invoice is now saved as a draft against the client's appointment. When you checkout the client, all these changes will be saved and ready to go.