Completing Appointments and Generating Invoices/Receipts

Once you have seen a client you may wish to enter the service provided or payment received, edit the amount charged or generate an invoice/receipt.

In this article:

Adding a Service

  1. Click on the appointment block in question.
  2. Click on the "Select a service or Pack" drop-down list and select the service you wish to add.
  3. Click "Save" (Note: you can also Add a Payment before saving.)

Adding a Payment

  1. Click on the appointment block.
  2. Click on the blue text + Add Payment to add the payment drop-down list.
  3. Select the payment method you wish to add and the amount in your local currency.
  4. Click "Save".

Printing an Invoice or Receipt

There are two ways of printing an invoice/receipt:

Method 1: From the Appointment Panel

  1. Click on the appointment block.
  2. At the blue banner of the Invoice panel, you'll see a white printer icon.

Method 2: Quick Print

  1. Right-click an appointment block.
  2. Select Print Invoice.

Editing the Amount Charged for a Service

When you add a service to an appointment Power Diary uses the default Sell Price related to the service as the fee. You can edit the amount charged for a particular appointment if required. For example, you may decide to discount a service for a client on a particular day.  Here's how you do it:

  1. Right-click on the appointment and select Edit Invoice (You can also click Invoice → Edit Invoice in the appointment panel).
  2. Enter the amount you wish to charge in the Price field.
  3. Click Save Invoice.

Adding Multiple Payment Methods or Part-payments

A client may pay using multiple payments (e.g. Cash and Eftpos), or may only make a partial payment.  You can easily manage these situations using the Edit Invoice feature. Here is how you do it:

  1. Right-click on the appointment and select Edit Invoice (You can also click Invoice → Edit Invoice in the appointment panel).
  2. Use the "Add Payment" function to add a partial payment, or to add multiple payment methods (e.g. $50 cash and $80 Eftpos).
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