The purpose of this article is to help you learn more about:

  • What features are included in the Invoice Module
  • Which BookingKoala subscriptions include the Invoice Module
  • Where to locate the Invoice Module

 

How do I use the Invoice Module?

The Invoice Module is designed to help you send invoices to customers, track invoice status, and charge invoice payments.  

An invoice is a bill that lists the services provided to the customer with a statement of the total payment due. Invoices can be created for new or existing customers. Click here to learn how to create and send a new invoice.

Click here to learn how to edit the payment details pages, including the customer invoice page, invoice payment page, and invoice thank you page.  

All invoices both active and drafted can be viewed from the Invoice Dashboard. Click here to learn how to navigate the invoice dashboard, including how to filter invoices by frequency, card status, payment status, date, and more.

Once created, invoices may be modified in many ways.  Click here to learn how to edit, duplicate, or delete an active or draft invoice.

Click here to learn how to download or print an active or draft invoice.

Click here to learn how to resend an invoice and manually send an invoice link.

Click here to learn how to send an invoice card link to a customer.

Click here to learn how to charge or change the payment status of a custom invoice. 

Invoices also have logs and payment logs to see what changes have taken place for any particular invoice. Click here to learn where to view these logs.   

It is also possible to set up and edit the customer invoice pages in the website builder.

  • Click here to learn how to edit the customer Invoice  page. 
  • Click here to learn how to edit the customer Invoice Payment page. 
  • Click here to learn how to edit the customer Invoice Thank You page. 

Click here to learn more about how recurring invoices work in relation to customers, bookings, and reminders.

Click here to learn how changes made to bookings, charges, and credit card holds impact their invoices.

 

Who has access to the Invoice Module?

The Invoice Module is included in all subscriptions.

However, several features in the Invoice Module are only included in the Premium subscription, specifically the ability to: 

  • Hide the BookingKoala branding at the bottom of the invoice
  • Send invoices via email and SMS automatically 
  • Add reminders for an invoice
  • Send a customer a card link for an invoice
  • Allow partial/advanced payment
  • Allow the customer to add a tip

 

Where can I find the Invoice Module?

To open the Invoice Module, go to the main menu on the left of your Dashboard and click on the "Bookings" tab. Then, select "Booking Charges". At the top of the page, select the "Invoices" tab.