PocketSuite's Invoicing feature allows you to itemize packages on invoices. When the invoice is paid, packages are automatically created and assigned to your client, making it easy to sell and deliver package services.
In this article, learn how to:
- Add packages to invoices
- Assign packages to sub-accounts
- Understand how packages are created when invoices are paid
- Understand package tracking and reports
Adding Packages to Invoices
When creating your invoice, you can add packages just like you add other items.
- Tap on "Add an item" in the Itemize section
- Tap on "Item"
- Select the package you want to add from your list of items
Tap "Quantity" to specify how many of the selected package you would like to add to the invoice. For example, if you select a quantity of 2, two separate packages will be created when the invoice is paid.
Sales Tax on Packages
If your package is set to allow sales tax, the "Add sales tax" toggle will reflect this setting. This works the same way as other itemized services and products.
Itemizing packages on invoices allows you to sell non-taxable packages in conjunction with taxable products on the same invoice, collect it all in one bill, and ultimately collect the correct amount of sales tax just on the price of the product.
Assigning Packages to Sub-Accounts
When you add a package to an invoice, you'll see a sub-account field appear where you can add a pet, relative, property, or vehicle depending on your industry. This determines which sub-account will be assigned to the package when it's created.
Tap the sub-account field to select who should be assigned the package. If you don't select a sub-account, the package will automatically be assigned to the primary client on the invoice.
Important: You can only select one sub-account per package line item, regardless of quantity. If you're invoicing multiple packages for different sub-accounts, add each as a separate line item.
How Packages Are Created
When your client pays the invoice, PocketSuite automatically creates the packages for them:
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Multiple packages are created based on the total quantity across all package line items
- Example 1: Two different package items with a quantity of 1 each = 2 total packages created
- Example 2: One package item with a quantity of 2 = 2 total packages created
- Packages are marked as paid and set to $0, since payment was collected through the invoice.
- Packages are not sent to the client — they're simply created and ready for use. Your client can immediately begin booking their prepaid sessions using the package.
- You can edit package details such as the number of sessions, just like any other package.
Tracking and Reports
Packages created from invoices are tracked accurately in your reports:
- Income is counted once — through the invoice payment, not the package creation
- Items sold are counted once — packages won't be double-counted in your sales reports
- Sub-account reporting is precise — if you assign packages to different sub-accounts on the same invoice, your income reports will reflect the correct breakdown by sub-account
After you have finished adding packages to your invoice, complete the invoice as you normally would.