Add Multiple Appointments on the Same Invoice
Here's how to add 2 (or more) appointments on the same invoice:
1. Click on the appointment box in your schedule
2. Select the Billing tab
3. Click on the Invoice button
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4. Click + Appointment / Class to add a past or future appointment, or a class that has already taken place or not yet
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5. Filter the list according to its Appointments or Group Classes, if the sessions are Past or Upcoming and if they are Active and/or Canceled
6. Check the sessions you want to add to this invoice
7. Add
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8. Thereafter, make the payment, either by credit card by clicking on the Pay button or on + Payment for any other payment mode
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9. You will be asked to confirm the amount (so you can split the amount in half, if two payment methods are used, for example). Continue
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10. All you have to do is Send the invoice by email, or Print it / save it in PDF format
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To add a service / product that is not linked to an appointment (past or future) directly:
First follow steps 1-3 above, then:
4. Click + Service
5. Select the desired service from the drop-down list, then modify the Service Date, Quantity and Unit Price, if necessary
6. Save
To issue a refund:
- Click x Refund
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To delete an item on the invoice:
- Click on the trash can icon, to remove the second service that was added. *Note that it is not possible to delete the main service
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