Send an invoice

Put several sessions on one invoice with one pay link, then see when it's paid.

1. 1

   Step 1: Open the client

   Go to Clients and click their name.

   
2. 2

   Step 2: Tick the sessions

   Under Unpaid sessions, tick the sessions to bill. Past ones are ticked for you; you can add upcoming ones too.

   
3. 3

   Step 3: Add a fee or discount

   Click + Add an adjustment (fee or discount), name it, choose Add or Discount and enter the amount.

   
4. 4

   Step 4: Set the due date

   Check the Due date and add a Note on the invoice if you like.

   

   Tip: Change the usual number of days in Invoices & billing on Overview.

5. 5

   Step 5: Click Send invoice

   Your client gets an email with the invoice and one pay link. Not ready? Click Save as draft instead.

   
6. 6

   Step 6: See it paid

   Invoices lists every invoice with its status. It turns Paid when your client pays by card, or when you record a cash or FPS payment on the invoice.

   

   Tip: On Appty Basic, tick “Automatically chase unpaid invoices” under Automation & wording to remind clients after 3, 7 and 14 days.