PocketSuite’s Invoicing feature allows you to send professional invoices to clients. From setting payment plans to choosing how to send the invoice, PocketSuite streamlines the process of generating revenue from clients.
In this article:
- Learn how to set up an invoice
- Manage and track invoices from your invoice dashboard
How to set up an invoice
To get started, tap on “Invoice” from your dashboard.
To send an invoice, tap ‘+’ in the upper right-hand corner of the Invoice dashboard. You will be brought to the screen below. Select the client you wish to invoice.
Pricing and payment plans
To determine how the invoice will be paid, tap on “Total”. You will now be brought to the screen below. In the “Total” field, add the total amount you would like to invoice the client.
If you would like to apply a gift certificate to the invoice, tap “Gift certificate” and select the respective gift certificate. If you would like to apply a discount to the invoice, tap “Discount”. You will be brought to the screen below. You may choose to have the discount be a percentage or a fixed amount. If you would like the client to pay through a payment plan, click here to learn more.
If you would like to apply sales taxes to this invoice, tap on “Sales tax”. Choose which sales tax option you would like to apply to the invoice. If there are items attached to the invoice, the client will be charged a sales tax regardless of the items’ sales tax settings.
If you would like to add a surcharge, toggle “Add 3% surcharge”.
PocketSuite offers you the ability to invoice clients for specific items, expenses and appointments. For more information, see our article on itemization.
Sending your invoice
If you would like to change how clients receive their invoice and payment reminders, you may do so by customizing the “Notifications” field. See our article on Appointment or Payment Reminders for more detail.
If you would like to attach a form or contract to the invoice, you may do so by tapping “Attach a form” or “Attach a contract” respectively. The client will be required to complete these to pay the invoice.
If you would like to write a memo to send with the invoice, you may do so by tapping “Memo”. You can preview how the invoice will appear to the client by tapping “Preview”. If you are satisfied with your invoice, tap “Next”.
You will be brought to the summary screen below which contains all of the information for your invoice. If you are ready to send the invoice to the client, tap “Send”.
If the client has a payment method on file, you can charge them immediately by tapping “Charge” > “Save & Charge”.
Now select how you would like to charge the client and add tips. You can use this flow to mark an invoice as paid if paid for outside of PocketSuite.
Manage and track invoices from your invoice dashboard
PocketSuite allows you to track and manage your invoices through your invoice dashboard.
On the Invoices dashboard you will first see all open invoices you have sent, the clients they have been sent to, whether they have a card on file, the amount, and the status. The invoice dashboard also lets you filter your invoices and tracks the income associated with those filters in the top left corner of your screen.
Tap on the arrow at the top of the screen to filter invoices by status of completion.
Tap on the arrow at the top right corner of the screen to filter invoices by time period.