Creating an Invoice
- Go to Invoices → New Invoice.
- Select the client.
- Add line items — services, quantities, and prices. Pull from your services catalog or enter manually.
- Set the due date.
- Add any notes visible to the client (e.g., payment instructions, thank-you message).
- Optionally assign an employee for tip attribution.
- Click Save & Send to email it to the client immediately, or Save as Draft to review first.
How Clients Pay
When a client receives their invoice email, they click the payment link and are taken to their portal. They can pay via:
- Credit/Debit Card (via Stripe) — processed instantly
- PayPal — clients can use their PayPal balance or any card
Clients can also add a tip before paying — it gets attributed to the assigned employee.
Recording a Manual Payment
If a client pays you by cash, check, Zelle, Venmo, or any method outside the portal:
- Open the invoice.
- Click Record Payment.
- Choose the payment method and enter the amount.
- Click Save. The invoice status updates to Paid.
Invoice Statuses
| Status | Meaning |
|---|---|
| Draft | Not sent yet — client cannot see it |
| Sent / Unpaid | Sent to client, awaiting payment |
| Overdue | Past due date, still unpaid |
| Paid | Payment received |
| Void | Cancelled — no payment expected |
Downloading Invoice PDFs
Open any invoice → click Download PDF. You can print it or email it manually if needed.
Sales Reports
Go to Sales in the sidebar for a full revenue dashboard: today, this week, this month, tax periods, daily breakdowns, top tipped invoices, and employee tip summaries. Use this to prepare for tax time and track business growth.
💡 Send invoices the same day the job is completed — clients are most motivated to pay while the service is fresh in their minds.