PocketSuite's Invoicing feature lets you turn a finished appointment into an invoice in a few taps, so you never start from a blank screen. This Spotlight video walks you through it in just over a minute.
Watch the video
What you'll learn
- Tap Invoice on the appointment card to open an invoice pre-filled with the service you booked.
- Add extras and toggle sales tax to itemize add-ons and upcharges.
- Attach a form or contract so your client signs before they pay.
- Turn on payment reminders so PocketSuite follows up for you.
- Tap Send to finish.
Quick reference: Which Payment Method for This Situation?
Not sure whether to charge or invoice? Start with one question: is the client with you right now, ready to pay immediately?
Yes: use Charge. It's a one-time, right-now payment.
- Tap Charge from the home screen and enter an amount or select an item or service.
- Take payment with a card reader, tap-to-pay, or by keying in a card.
- If you booked through the calendar, open the appointment and charge from there. If the client booked with a card, it's already on file.
- Payment processes instantly and a receipt is sent automatically.
- Best for walk-ins, on-site services, single products, and "pay before you leave" visits.
No: use Invoice. It's sent now and paid on the client's schedule.
- Tap Invoice, select the client, and build the total with items, discounts, sales tax, or a surcharge.
- Offer a payment plan so the client can pay over time.
- Attach a form or contract the client must complete before paying.
- Set reminders so unpaid invoices get a nudge automatically.
- Track every invoice's status from the Invoice dashboard.
Note: If a payment declines or shows "In Review," don't tap Charge again right away. Check the payment status first, and give it time to resolve before you try again or ask the client for a different card.