In SalonLife, you have a convenient way to issue a client an invoice for their booking directly from the system. Below you’ll find the exact steps for sending invoices to clients quickly and smoothly by email, or even printing them out if needed.

Quick Overview

You can create a booking’s invoice by opening the booking either from the calendar view or via the Bookings page. From there, you can:

Email the invoice straight to the client.

  • Email the invoice straight to the client.
  • Download the invoice as a PDF file, so you can print it out or pass it on some other way, if needed.

Step-by-Step Guide

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  1. Find the Right Booking
    Go to your calendar page.
    Find the specific booking you want to issue an invoice for.
  2. Open the Booking Preview Page
    Click the booking in question.
  3. Check the Booking Details
    Make sure everything is correct: for example the client’s name, email, services or products, and the amount.
  4. Click the “Invoice” Icon Below the Booking
    If needed, fill in any extra invoice fields too (e.g. add a comment or additional description).
  5. Send the Invoice
    Once everything’s ready, you can:
    • Email It, which sends the invoice straight to the client’s email address.
    • Download the Invoice as a PDF file to your device, so you can print it yourself or pass it on to the client some other way.
TIP:
Always double-check the invoice using the preview feature before you issue it for good. That way, you can be sure everything on the invoice shows up exactly as it should.

General Invoice Settings and Design

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If you’d like every invoice (e.g. for every booking) to automatically include a logo or set piece of extra text, you can change these settings under Apps and then Online Payments & Invoices. Then click Settings and select Invoice Settings.

  • If needed, you can create a new online payment profile by clicking the green (+) button and entering a name for the new profile.
  • If an online payment profile already exists, click Settings next to it to add your business details.
  • Upload your salon logo or change the invoice’s appearance.
  • Make sure additional info (e.g. contact details) appears on every invoice.
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Issuing invoices in SalonLife is designed to be as simple and flexible as possible. That way, you save valuable time and can focus on what really matters — your clients and your beauty work.