Yes. In SalonLife, you can manually download a receipt for a client and either email it to them or print it out at the salon.
This is useful, for example, when:
• the client wants an invoice emailed to them later
• the client wants payment confirmation after their service
• you want to double-check the invoice yourself first
• the client needs a document for their accounting
What’s the Difference Between an Invoice and a Receipt?
Invoice:
An invoice is a more detailed document, suited for example to a company’s bookkeeping or as an expense record.
An invoice usually shows:
• services or products
• prices
• VAT
• salon details
• client details
Receipt:
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A receipt is a shorter payment confirmation that confirms payment has been made. It’s the same as a regular till receipt.
If needed, you can also print a receipt, for example from a POS printer.
Short Step-by-Step Guide
- Open the client’s booking.
- Select:
Checkout
- Make sure the booking is marked as paid.
- In the checkout view, you’ll see the following options:
• Download Invoice (PDF icon)
• Download Receipt (...)
- Open the document you want.
- Send the document on to the client, for example:
• by email
• as a message
• by downloading it as a file
How Do You Send a Receipt to a Client?
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Here’s how:
- Go to the Calendar page.
- Click the booking the client wants a receipt for.
- If a payment method hasn’t been marked yet, click the Checkout button.
- Choose the payment method or methods the client used to pay for the service.
- After that, a Payment History section appears on the checkout page.
- Click the three dots at the end of the payment row and select Download Receipt.
- Print the receipt on-site.
How Do You Send an Invoice to a Client?
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Here’s how:
- Go to the Calendar page.
- Click the booking the client wants a receipt for.
- If a payment method hasn’t been marked yet, click the Checkout button.
- Choose the payment method or methods the client used to pay for the service.
- After that, a Payment History section appears on the checkout page.
- Click the PDF icon on the invoice preview and select Download Invoice.
- Send the downloaded invoice to the client by email, or print it out on-site.
NB! You can have several receipts per booking, but always only one invoice!
For example:
• the client pays 30 € by card
• and 20 € in cash
In that case, you can download:
• a separate card payment receipt
• a separate cash payment receipt
The invoice, on the other hand, is always a single, complete document that shows every payment method used for that booking together.
TIP: If a client just wants confirmation that a payment has been made, a receipt is usually enough. If a client needs a document for their company, for example, we recommend sending an invoice instead.
You can only download a receipt once a payment method has been marked on the booking, and a single booking can have more than one payment method marked. If a client asks for a receipt after paying, this is the fastest way to provide one without having to create a separate invoice in an accounting program.