There are many ways to invoice a client in Easy Busy Pets. Depending on your business model (ex. onsite versus in the field, pre-pay or post-pay, etc.) you eventually arrive at the same place which is an invoice generated to get paid. Below is an example of such an invoice with an in-depth look at its structure:

Pro Tip - Appointments in your schedule automatically populate in your invoice provided they were scheduled and/or checked-in within the date ranges defined in 3 and 4 below. 

  1. Invoice # - Automatically generated every time you create an invoice, and unique to the invoice in question.
  2. Invoice Date - The date the invoice has been created. This is not the same as the scheduled or actual dates when the service items in the invoice took place.
  3. Item Start Date - [left boundary] Check any days on or after this date in the schedule, and if any appointments found that haven't been billed for, list them in this invoice.
  4. Item End Date - [right boundary] Check any days on or before this date in the schedule, and if any appointments found that haven't been billed for, list them in this invoice.
  5. Select Currency - Default is in USD. You can set your default currency based on your country (under dashboard > billing > payment settings).
  6. Date - The item date changes depending on the state of the appointment which the item represents. If the appointment hasn't been checked-in, the date will be the scheduled start date. If the appointment is in progress or completed, the date would be set to the date the appointment was checked-in.
  7. Item - This is the title of the appointment. It is automatically populated or blank if you added a new row as described in item 14 below.
  8. Price / Rate - The amount that will be charged for the appointment. Additional rates will display for additional pets added to the appointment.
  9. Qty - The quantity can be modified to two (2) or more.
  10. Discount - The setting can be in percent (%) or nominal dollar ($) reductions. 
  11. Tax - Each service can be set to a unique tax by default. Otherwise, no taxes are applied. Not every state has a service tax, and the flexibilities are there to address all cases.
  12. Amount - The subtotal for the line item after quantity, discount and taxes are applied.
  13. Additional pets - Appointments can have multiple pets under one family. And if your service was setup to charge extra for those pets, it would show up here. 
  14. - / + - For deleting and adding an item in your invoice. 
  15. Note to client - Internal note to the invoice, visible to client. Enter any extra notes here that you'd like to communicate to a client viewing this bill.
  16. Subtotal - A sum of all item amounts.
  17. Tax Total - The total tax to be charged to the client. Easy Busy Pets supports multiple taxes of your choice. These would all be categorized and added up here.
  18. Total - Subtotal + Taxes.
  19. Accept tips - If at least one of your services is configured to automatically accept tips, then this check box will be enabled. You can turn off tips with this same setting if you prefer the system doesn't ask a tip from your pet owners.
  20. Send this invoice - Automatically adds the email of your pet owner customer. Additional emails can be added here, delimited by commas ",". If checked, the bill will be sent to the customer for payment on invoice creation (below).
  21. Create Invoice - Creating the invoice associates it with each and every appointment it was billed for. This process also retires the appointments in the invoice from a billing perspective so that they cannot be double charged. Lastly, the bill will show in the Invoices page at the top for reference.