How to Invoice a Booking & Charge a Customer?

Managing invoices and charging customers correctly is essential for smooth transactions. Follow these steps to ensure accurate invoicing, handle extra work, and finalise bookings efficiently.

1. Open the invoice screen to review the customer's invoice.

2. Click 'Finish and Charge' after completing the job.

3. If no extra work is needed:

   • The job is charged immediately to the customer’s stored card.

   • The booking is locked, preventing further edits.

   • The customer receives an invoice on your behalf.

4. If extra work is required:

   • Click 'Yes' when asked if extra work is needed.

   • If you cannot carry out the extra work, provide a reason.

   • If you can carry out the extra work, you can send an extra work quote before invoicing.

Important Notes:

• Double-check the invoice content before finishing the booking.

• Avoid abbreviations that customers might not understand (e.g., use 'nearside' instead of 'n/s').