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How to manage your invoices

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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. In this article, you will learn how to manage your invoices, such as: printing, applying tax, and determining payment types.

 

 

How to print invoices

You can decide whether you'd like to print a PDF version of the invoice, or a thermal receipt version. These are set at a location level and can be adjusted as follows:

1 Head to setup from the main menu in your Timely account dashboard, and to sales settings.

 

2 Scroll down to invoice printing settings, and select a print format for each location.

 

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

 


How to apply tax to your services when invoicing

You can set up and apply tax to your services, classes, products, packages and discounts, instructions for this are below. For more information on adding taxes within Timely, see our help guide How to add taxes within Timely.

1 Head to setup from the main menu in your Timely account dashboard > sales settings > taxes.

 

2 You can apply a tax to all of your services etc by checking the apply to all box next to the tax and clicking save. This box won't remain checked, but the tax will still be applied to your services etc.

 

 

How to chose the payment types used when invoicing

By default, we add a selection of payment types (on account - unpaid, credit card, and cash). You won't be able to delete or edit these, but you can add as many custom payment types as you require. This can be done from the sales settings page, under the payment types heading. For more information on custom payment types, see our help guide How to create your own payment types.

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