Invoices provide an itemized summary of services rendered, including booking details, billing information, notes, terms & conditions, taxes, and total cost. (sample invoice below)
When to use this
Use this method when:
You already have a booking created
The invoice should reflect booking details automatically
You want the invoice tied directly to a specific service
If you need to invoice multiple bookings together, see Batch Invoicing.
Before you start
Before generating an invoice, make sure:
The booking details (service, price, taxes) are correct
The customer’s billing information is up to date
Any changes should be made in the booking before sending the invoice.
Step-by-step: Generate and send an invoice
Step 1 – Generate the invoice from a booking
Open the booking you want to invoice
Under Actions, click Generate Invoice
Step 2 – Review auto-populated details
The invoice is created automatically using booking information, including:
Booking number
Service details
Billing address
Date
Amount and taxes
Step 3 – Add additional email recipients (optional)
You can add extra email addresses to send the invoice to multiple recipients.
Learn how to do it - here
Step 4 – Add a personal note (optional)
Include a short message for your customer, such as:
“Thank you for your business.”
“It was a pleasure serving you.”
Step 5 – Review terms & conditions
Company-wide Terms & Conditions are added automatically to the invoice.
These can be edited from Settings → Invoicing. > Click Here to learn more
Step 6 – Preview the invoice
Click Preview Invoice to review how the invoice will appear before sending
Step 7 – Send or save the invoice
Click Send Invoice to email it immediately
Or Save as Draft to send it later
Saved drafts can be sent from Payments → Invoices
Where to find sent invoices
All invoices can be viewed at any time under:
Payments → Invoices
Sample Invoice
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