Invoices turn a booking’s commercial totals into a customer-facing billing record with invoice number, status, currency, totals, due date and paid date.
Invoices provide the customer-facing billing document for applicable Booking transactions.
Invoices present the commercial side of a booking in a customer-facing billing document. They are useful for communicating totals, payment status, due/paid dates and an invoice reference without exposing internal booking administration screens.
Invoice totals come from the booking’s commercial data; payments come from Booking/TruPayments. Changing payment gateway configuration does not rewrite an existing invoice.
An invoice is a customer/accounting document. Avoid deleting or casually editing historical billing records after they have been issued; use the payment/refund workflow to represent money movements.
Open Booking Tools → Invoices.
Use an invoice to represent the billed amount and payment/due state associated with a Booking. Review subtotal, discount, tax and total against the appointment before changing invoice status; the invoice should explain the booking charge, not replace the TruPayments transaction.
Use the tables below when you need the exact meaning of a field, column, filter or action. Read the workflow and dependency sections above first so each option is used in the right context.
Create and download Booking invoices.
| Column | Use |
|---|---|
| Invoice Number | Shows the invoice number value recorded for each row. |
| Booking | Shows the booking value recorded for each row. |
| Customer | Shows the customer value recorded for each row. |
| Status | Shows the record’s current status so you can tell whether it is active, available, or still in another workflow state. |
| Total | Shows the total value recorded for each row. |
| Actions | Contains the management actions available for the record. |
| Field / option | Use |
|---|---|
| Booking | Links the invoice to the Booking appointment it bills. |
| Invoice Number | Sets or displays the identifier used for the invoice. |
| Status | Sets the current workflow state of the record. |
| Subtotal | Records the amount before discount and tax totals. |
| Tax Total | Records the total tax applied. |
| Discount Total | Records the total discount applied. |
| Total | Records the final total for the record. |
| Due At | Sets the invoice due date/time. |
| Paid At | Records when the invoice was paid. |
| Currency | Selects or records the currency used for monetary values. |