Create an Invoice
To create a new invoice, please follow these steps:
1. Click on the scheduled appointment in your schedule
2. Go to the
Billing tab
3. Click on either:
- Pay to Pay with a new credit card, With a credit card on file and to Add credit card on file (if we have already enabled this option for you, otherwise please send us a request at questions@gorendezvous.com)
- Add payment to make a payment by any other payment mode (e.g. cash, token card, Square, etc.)
4. Click on the
Invoice button.
*In the future, this button will be at the bottom right of the appointment window, instead of its current location, for that reason, you will find it in both places during a transition period
A new window will open and you will be able to:
A. Change the
Location linked to the appointment
B. Change the
Item / Description, the
Service Date, the
Quantity and
Unit Price
C. Add another past
Appointment or Class, or a new
Service
D. Change the
Invoice Date
E.
Pay Now with a credit card, or add another
Payment method
F.
Cancel the invoice.
*To learn more details about cancelling an invoice, please consult
this article
G.
Refund a payment
H. View
Audits of the changes made to this invoice (for example if we do not remember if the invoice has already been sent to the customer by email, it will then be possible to see in this tab whether or not this has already been done)
I.
Send by email (if an email address already exists in the client profile) and/or
Print it
