Invoice can be used to cover all client activity bookings and payments.
Invoice can be a payment option directly or it can be used indirectly where a client wants to use bank transfer as a payment method and requires an invoice to be issued containing the provider's bank details.
Invoice as a payment option
1. Go to Main Menu, then Clients select Client List
2. Enter the Client Name in the Search field
3. On the Client Tile go to Actions then Create Activity Booking
4. Enter the Activity Name in the Search field for the Activity Booking Request
5. In the Payment Request Form select a ticket from the Purchase options
6. Select the Payment Option - Invoice
7. Invoice using Social Planet should be selected
8. Select In Progress or Approved for the Booking Status
10. Optional - Allocate Client to All Available Sessions use the drop down to select past sessions
11. Then select Complete Booking
12 At Booking Complete select Manage Request to be taken to the Activity Summary Request tab
13. The Invoice item will be added to the Client Tile, use your cursor and select on the invoice so it can be issued.
14. A draft invoice will be displayed.
- To make Invoice changes use Edit to change the Bill Recipient, Invoice Description ie Tax Invoice. Message above line items, Message below line items and Payment Info.
- To use credit to reduce the balance select Apply Credit
- To generate the invoice select Invoice
15. Issue Invoice invoice window will be displayed. The invoice date is set to today's date, type over to change. Due Date will be applied based on Invoice Settings within the Account > Finance Tab. Select Issue
16. The Invoice will be Issued and will now include a Invoice Reference no.
- To make changes use Edit
- Once changes have been made use Reissue
- To save or print a copy use Download
- To send the invoice use Send Email
- Once sent select Mark as sent
- Once the invoice has been paid ie funds have been transferred into account use Pay Invoice
- For the invoice to be paid by credit card use Charge Card
- For credit to be applied use Apply Credit
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