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.
  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
  2. Click on the "Not Paid" drop-down list
  3. Select the Payment Method you wish to add.
  4. Click "Save"

Printing an Invoice / Receipt

There are two ways of printing an invoice/receipt.

Method 1: From the Appointment Panel

  1. Click on the appointment.
  2. At the bottom of the appointment panel click Invoice > Print Invoice

Method 2: Quick Print

  1. Right-click an appointment
  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 "Unit Price" field.
  3. Click Update.

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 Payments for this Invoice" function to add a partial payment, or to add multiple payment methods (e.g. $50 cash and $80 Eftpos).

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