Sending invoices with Scheduling

You can send clients invoices for appointments or other charges. Clients pay directly from the invoice through the payment processor you have integrated with Scheduling.

The invoices feature isn't compatible with Scheduling’s HIPAA-enabled setting.

Note: Invoices are a Scheduling feature. It's not possible to send an invoice for a Squarespace Commerce transaction with Scheduling invoices.

What’s in an invoice

Each invoice includes:

• A header listing your business name or logo and email. If you upload a logo in the Customize appearance panel, it's displayed. If you haven't uploaded a logo, the business name in the Customize appearance panel displays instead. The email address is the same one the account owner uses to log in.
• Line item charges, including a description, price per item, and quantity for each line.
• The total amount due.
• The payment area.

You can also add these items to an invoice:

• A message to the client.
• Tax due. Invoices including tax show the tax, subtotal, and the total amount due.

Create a new invoice

To create a new invoice:

1. In Scheduling, click Invoices.
2. Click Create invoice.
3. In the Client field, choose a client from the drop-down menu or click Enter New Client to enter information manually. The client’s name and email address are required. Their phone number is optional. 
4. In the Line item section, click Add new item.
5. Click into the new item and start typing the item you want to add to the invoice.
6. Choose an appointment type, package, or add-on from the list that appears, or enter your own custom entry of up to 255 characters. Using special characters, such as the acute accent, decreases your character limit.
7. Change or set the quantity and price, if necessary. If you choose an appointment type or add-on in step 6, the price will autofill and the quantity will be set to one. You can change both numbers.
8. Repeat steps four through seven until you’ve added all the line items you want to the invoice. Your invoice must total at least one unit of your currency to be generated. For example, if you’re using U.S. dollars, the invoice must total at least $1.
9. If you need to collect tax as a separate line, add it by clicking Add Tax. You can enter a percentage, which will be automatically calculated, or a flat amount. You can also enter a name, which is how the surcharge will be listed on the invoice. Choose a due date from the drop-down menu.
10. Optional: Add a message for the client to appear on the invoice.
11. Use the Share via drop-down menu to decide whether the invoice will be sent by automated email or by a link that you share with the client manually.
12. Optional: If you choose email in Step 11, add a message for the client to appear in the email body.
13. After you’ve entered your information, you can save your invoice as a draft, open a preview to check your work, or generate your invoice:
1. To save as a draft, click Done and then Save.
2. To preview your invoice, click Preview.
3. To generate your invoice, click Create (if you chose to manually share a link) or Send (if you chose to automatically send an email).

Tips: 

• If you’re invoicing for appointments that have tax built into the price, you don’t need to add a separate tax line to the invoice.
• You can collect only one line of tax per invoice. Percentages apply to the invoice subtotal. Values are applied once for the entire invoice, not once per item or line item.

Send an invoice

When you create an invoice, you can generate a link to send to your clients or send an automated email with the invoice. When you click Create (for a link to share manually) or Send (to send an automated email), the link pops up or the email is sent immediately.

It's not possible to resend the automated email, but for all active invoices, you can retrieve the link to share manually:

To get the link to an invoice you created earlier, go to the Invoices panel, and find the invoice you want to send in your list of invoices. Then click … and Share.

How clients pay invoices

If you choose to manually send a link to your clients, the link will take them directly to the invoice. If you choose to send your clients an automated email, they can access the invoice by clicking View & Pay Invoice in the email .

• If you’re using Stripe or Square as a payment processor, your client can enter their card information.
• If you’re using PayPal as a payment processor, there will be a Pay with PayPal button that redirects the client to PayPal to pay.

What happens when clients pay

When the client completes payment, the invoice status changes in the Invoices panel, and the client is shown a confirmation message.

It's not possible to manually mark an invoice as paid.

For the client

When the client completes payment:

• If the client paid with PayPal, they’re redirected back to the updated invoice.
• The payment options on the invoice disappear.
• A confirmed payment statement appears at the top of the invoice. It includes the invoice ID, amount, and date.

The client can view the paid invoice anytime by following the link they originally used to reach the invoice.

For you

When the client completes payment:

• The invoice’s status in the Invoices panel updates to paid.
• If you filter invoices by status, it will appear among your paid invoices.
• If you follow the invoice link you sent your client, the paid confirmation will appear at the top of the invoice.

Note: Invoices aren’t connected to specific appointments. If a paid invoice covers an appointment, the appointment record won’t update. If you want the Scheduling revenue report to reflect revenue from paid invoices, manually mark the relevant appointments as paid with cash.

Invoice due dates

When you draft an invoice, you set the due date. When an unpaid invoice passes the due date, its status on the Invoices panel changes from unpaid to past due. An invoice passing its due date doesn’t trigger a notification for you or the client. You can check the Invoices panel for past due invoices you need to follow up on.

Manage your invoices

Use the Invoices panel to review your invoices or view specific subsets of your invoices, such as your unpaid invoices, your canceled invoices. You can also create new invoices or find invoices you’ve already created to edit or share them.

Read the display

Your invoices are listed in a table, with the following columns:

• Status - The invoice has one of three statuses: draft, canceled, or link created
• Date - The date the invoice was last updated
• ID - The invoice ID number you set while drafting the invoice
• Client - The client’s name
• Payment - The invoice is unpaid, past due, or paid
• Due - The due date
• Amount - The total due

You can use the arrows next to each column header to sort your invoices.

Search your invoices

You can use the search bar at the top of the Invoices panel to search the client name field of your invoices. It’s not possible to search other parts of your invoices, like email addresses, messages to clients, or appointment type names.

You can use the drop-down menus at the top of the panel to view invoices by status or date range.

Manage your invoices

To take action on an invoice in the Invoices panel, click the … at the right end of the invoice’s line. Then choose one of these actions:

Action	Effect	Can you undo or cancel this action?	What kinds of invoices can you do this to?
View	Loads preview of invoice.	Yes	Paid, Unpaid, Canceled
Edit	Opens the invoice editor.	Yes	Draft, Unpaid
Duplicate	Opens a new invoice in the invoice editor with fields already filled in based on the selected invoice.	Yes	Any
Share	Opens a pop-up window with the sharing link for your invoice.	Yes	Unpaid
Cancel	Adds a cancellation notice to the top of the client’s view of the invoice, and removes the option to pay. Updates the invoice’s status in the Invoices panel to canceled.	No	Unpaid
Delete	Deletes the invoice entirely.	No	Draft, Unpaid, Canceled

Invoice emails

If you opt to send your invoice through an automated email, the email will come from a Scheduling email address, not your email address.

The email will include:

• your business name or logo
• any email message you included when you created the invoice
• an invoice summary with invoice number, due date, and total due
• a button to view and pay the invoice

Refund an invoice

To refund an invoice payment, send the client a refund through your payment processor. It’s not possible to send refunds from Scheduling.

Invoice data

Invoices aren’t connected to specific appointments. If you want the Scheduling revenue report to reflect revenue from paid invoices, manually mark the relevant appointments as paid with cash. Consider adding a note that the payment came via invoice.

It’s not possible to generate a report about invoices in Scheduling. The Scheduling revenue report doesn’t include revenue from invoices.

To find out how many outstanding invoices a client has, search for their name in the Invoices panel. Client records in the client list don’t include invoices.