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How to raise an invoice for a legacy package

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Designed to help you maximise revenue and build client loyalty, packages allow you to bundle services and offer exclusive deals. Creating custom packages help you grow your business, and gain valuable insights into what your clients love. In this guide, you will learn how to raise an invoice for a legacy package.

 

 

Important note: this article is focused on our legacy packages feature, and is different to our new updated packages. If you wish to start using packages in your business, see our help guide Frequently asked questions (FAQs): Timely Packages (New) for more information on what has changed.

 

 

Timely note: when a package is sold to a customer an invoice is raised and a payment is applied or put on account. This means the package will appear in the reporting when it was sold rather than when it is redeemed by a customer. 

 

 

How to raise an invoice for a legacy package

1 Find the client in the customers tab, and head to packages in their customer record.

 

2 Click on the name of the package you would like to edit.

 

2 Make sure the box next to raise an invoice is checked, and then click save to open the new sale screen.

 

3 Choose a staff member from the staff drop down list to record who sold the package (the package total will be applied to this staff member only).

 

4 When you are ready, click save to apply your changes.

 

Timely note: once you have raised the invoice, you can then email it to the client, print a copy, apply a payment or even request online payment. Packages can be sold directly from the calendar or added to an existing invoice the same way as products can be, as long as there is a default limit set for that package.

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