Managers or workers can invoice a client.
For any of the methods below, you will be able to bill a client before, during or after an appointment is started and completed, respectively. In other words, this also means that you can choose to bill a client for services that haven't even started yet. The latter has applications in deposits and partial payments.
Here are some of the ways that one can initiate an invoice for a specific client:
Invoice By Client Profile
- Enter the Clients page.
- Select your client and locate the pull-down menu either in the list (as illustrated below). Alternatively, view your client, and click the Action pull-down menu for similar options.
- Choose Invoice.
Invoice By Appointment
- Select your appointment from your favorite Easy Busy Pets calendar.
- Locate the pull-down menu either in the list (as illustrated below). Alternatively, view your appointment, and click the Action pull-down menu for similar options.
- Choose Invoice. If you don't see an option to invoice, then it means that a bill was already previously created. View the appointment, and you will see a documented invoice that is either partially or fully paid by the client.
Invoice By Date
This method is the most common for post-paid business models. It will list all the customers that owe you money, so that you can run the bills without having to figure it all out manually:
- Enter the Invoices page.
- Select the "New Invoice" button.
In the following window:
- Select an start date range.
- Select an end date range.
- The resulting list of clients are a subset of your entire client base who still need to be billed for items (appointments or products) scheduled or purchased within the date ranges you defined in the above two steps. Select your client.
All outstanding items within the date range selected pop-up on a new invoice for the respective client. In other words, you've selected the date range (which you can still update in the bill), and all appointments that are not accounted for will be listed in the invoice.
Once you create an invoice for client Bill, within the date range you selected, all items on that invoice are "retired" (i.e. they will never show as a duplicate charge anywhere else). And if you repeated the above steps by revisiting the Invoices page and clicking "New Invoice" button, the same client would no longer be listed, as illustrated below.
Pro Tip: The above methods can be used to charge a customer ahead of their appointment. This can be partial or full payments, as known as deposits. Learn more about deposits in Easy Busy Pets.
The next stage is the actual invoice which is discussed in the Create An Invoice article.