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
4. Click
+ Appointment /
Class to add a past or future appointment, or a class that has already taken place or not yet
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
8. Thereafter, make the payment, either by credit card by clicking on the
Pay button or on
+ Payment for any other payment mode
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
10. All you have to do is
Send the invoice
by email, or
Print it / save it in PDF format
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
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