After checking out and completing full payment for all services, the invoice will become the finalized state, where no further edits can be made to this finalized invoice. This ensures the integrity of the transaction data and allows for accurate downstream processes such as reporting, accounting, and payroll.
Even though the invoice is in a finalized state and cannot be edited in terms of service items or pricing, you can still manage post-payment adjustments.
Add Extra Charge
Extra charge refers to additional fees or costs incurred after the original payment, such as charging for an omitted service during initial checkout. This feature allows you to add supplementary charges to a closed invoice without reopening or modifying the original service items.
Go to appointment details> 3 dots > View invoice.
Under Invoice > Details > Extra charge.
Select the extra charge reason.
Add invoice items, including service, add-on, service charge, or tips.
When an Extra Charge is applied to a finalized invoice, the system generates a new invoice to record the additional charge while the original invoice stays unchanged.
This ensures the original invoice remains intact, while the new invoice captures the extra charge as a separate order.
Send Receipt
After the invoice is fully paid, the business can send a receipt to the customer.
Go to appointment details> 3 dots > View invoice.
Under Invoice > Details > Send receipt.
You can send receipts by message or email.
Send receipt by message: Edit message template.
Send receipt by email: Confirm the email address to send.
Edit Staff
If there is an error in staff assignment or adjustments are needed, you can edit the staff for a specific service to ensure the correct employees receive tips and commissions.
Go to appointment details> 3 dots > View invoice.
Under Invoice > Details > Edit staff.
The system does not reopen the invoice but ensures that the updated staff information is applied correctly for reporting and tip allocation purposes.
Edit Tips Split
You can manage and edit the distribution of tips after the invoice is closed, ensuring that the correct tips are split based on who provided the services.
Go to appointment details> 3 dots > View invoice.
Go to Invoice > Details > Edit tips split.
Reallocate tips among staff members.
Adjust tip amounts: The tip split can be adjusted by percentage or by a fixed amount, depending on your preference.
The updated tip amounts will be reflected on the invoice, ensuring that the correct staff members receive the appropriate tip amounts.
Further Reading: