Invoicing
The invoices you send your own customers: drafting, issuing, sending and getting paid.
- Create an invoiceFrom completed appointment to sent invoice — including what changes the moment you issue it.
- ArticlesParts, products, travel costs and surcharges you put on an invoice with one click, or that add themselves to your appointments — including how Schedulinq works out the kilometres for you.
- Send it and get paidFrom draft to paid — issuing, sending, recording payment, and correcting a mistake without breaking your numbering.
- Discounts and discount codesA promotion that takes money off every booking made in a given period, or a discount code the customer types on your booking page — and what the appointment and the invoice show afterwards.
- Gift vouchersCredit with a code that one person buys and another uses on your booking page — issuing, paid or not, the invoice that sells it, and how it pays an appointment and that appointment's invoice.
- Invoice settingsNumbering, VAT and payment term — what you set here applies to invoices you create afterwards, never retroactively.
- Invoice templateThe look of your invoice PDF — accent colour, fonts, logo height, header and footer text, and the layout.
- Payment remindersSend an automatic reminder when an invoice falls due — where to set it up, when it goes out, and how to check that it did.