Wix Bookings: Sending an Invoice
4 min read
Send invoices to clients to collect online payments for services they booked. For your convenience, you can send an invoice before or after the appointment, class, or course occurs. Your client receives an invoice with the details they provided when booking the service.
In this article, learn more about:
Requirements for sending invoices
The ability to charge your clients with an invoice is available under certain conditions. Be sure to review the conditions below to successfully charge with invoices.
- You or your client must first book the session.
Note: You can send invoices before or after the session takes place. - The service must have a fixed price.
- The session cannot be related to a service that is only offered within a pricing plan.
- The person sending the invoice must be a site collaborator with any of the following permissions:
- Owner
- Admin (Co-Owner)
- Bookings Admin
- Back Office Manager
- Custom role with Bookings permission set to Manage Bookings Payments
Sending invoices to clients
Send invoices to request payment for services, or to create a record for you and your clients. When you share the invoice with your client by email or as a link, they can complete the payment online using any of your available payment methods.
Note:
When you collect payment for an invoice, you can charge the entire value of the order, or a custom amount (for payments in installments).
To send your clients an invoice:
- Go to the Booking Calendar in your site's dashboard.
- Click the relevant session in your calendar.
- Click Manage.
- Click Collect Payment next to the relevant client.
- Click Charge with invoice.
Note: If your client does not have an email on file, you need to add one to send an invoice.
- Click Create Invoice.
- Review the invoice details to make sure they're correct.
- Choose what you want to do next:
- Print: Print out the invoice if your client requires a physical copy.
- Share Link: Create a shareable link that you can send via email, social media or messenger app.
- Click to create a link to the invoice.
- Click Copy Link.
- Click Done.
Note: when you create the link to the invoice, it automatically marks the invoice as Sent.
- Send via Email: Send the client their invoice via email.
- Click to edit the subject line.
- Click to edit the message you send in the email.
- Click Send.
Charging clients' invoices
You can charge your client for an invoice in different ways, depending on how they're paying. Make complete or partial payments on the invoice by charging the client's credit card. You can also record cash, bank transfer, check or other methods, whether the payment is full or partial.
To charge clients' invoices:
- Go to Booking Calendar in your site's dashboard.
- Click the relevant session in your calendar.
- Make the payment for your client, depending on the service type:
- Appointments: Click Collect Payment.
- Classes or Courses:
- Click Manage next to participants.
- Hover over the relevant participant.
- Click Collect Payment.
- Choose what you want to do next:
Charge the client's credit card
Record a payment (using cash, check, etc.)
FAQs
Click a question below to learn more about invoices in Wix Bookings.
Can I edit the invoice?
What do my clients see in the invoice?
Can I automatically create invoices for paid orders?
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