Generating an invoice in Bookem

Invoicing is a Bookem Plus feature that allows you to create and send invoices to your clients. You can create invoices for individual appointments, or for multiple appointments at once.

Steps

To generate an invoice from your Calendar in Bookem, follow these steps:

1. Go to your Bookem calendar

2. Select the appointment you want to invoice

3. Click on the New Invoice button

4. Bookem will auto populate the invoice with the client and service information

5. You can add/delete line items, copy a previous invoice, and edit pricing where required

6. Select 'Finalise'

   

Note: you can also generate invoices from The client's profile or in Accounts - Invoices.

Tips

• You can create one invoice for multiple appointments by clicking on the +Add Booking button in the Invoice window.

• You can save a draft invoice by clicking on the Save as Draft button.

• You can Finalise, Finalise & send or Finalise & pay by clicking the arrow next to Finalise