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Step-by-step guide

Invoices and payments

Bill a confirmed booking, record what the client pays, and complete it.

  1. Step 1: Create the invoice

    On a confirmed booking, tap Generate invoice (or Create invoice on its confirmed quotation). The lines come from the quotation, ready to change, then tap Create invoice.

    A confirmed booking, with the Generate invoice link marked 1.
  2. Step 2: Share it with your client

    Tap Share via WhatsApp to send the invoice link. Clients pay you directly, by bank transfer or cash.

    A partly paid invoice, with Share via WhatsApp marked 1.
  3. Step 3: Record each payment

    Tap Record payment and enter the amount. The invoice shows Unpaid, Partially paid or Paid in full, and your Earnings update on their own.

    Recording a payment: the amount (1) and the Record payment button (2).
  4. Step 4: Complete the booking

    Once it's paid in full, tap Complete booking. If the client gave an email, they get one asking them to review you.

    A paid-in-full invoice, with the Complete booking button marked 1.

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