Learn how to add services, record payments, edit charges, and print invoices/receipts in Power Diary after client appointments. Manage part-payments easily.
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
- Adding a Payment
- Printing an Invoice or Receipt
- Editing the Amount Charged for a Service
- Adding Multiple Payment Methods or Part-payments
Adding a Service
- Click on the appointment block in question.
- Click on the "Select a service or Pack" drop-down list and select the service you wish to add.
- Click "Save" (Note: you can also Add a Payment before saving.)
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526abfc9e77c0016384cd6file-20VZ5xju0B-1.png)
Adding a Payment
- Click on the appointment block.
- Click on the blue text + Add Payment to add the payment drop-down list.
- Select the payment method you wish to add and the amount in your local currency.
- Click "Save".
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526b0346e0fb0016a8b3cafile-HvTJZ4jBcT-1.png)
Printing an Invoice or Receipt
There are two ways of printing an invoice/receipt:
Method 1: From the Appointment Panel
- Click on the appointment block.
- At the blue banner of the Invoice panel, you'll see a white printer icon.
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526b69c9e77c001681b860file-WIK9ExqD2H-1.png)
Method 2: Quick Print
- Right-click an appointment block.
- Select Print Invoice.
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526d5bcff47e001656e150file-bZX3f3vRlt-1.png)
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:
- Right-click on the appointment and select Edit Invoice (You can also click Invoice → Edit Invoice in the appointment panel).
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526db746e0fb0016a8b3defile-TI8ftGo8By-2.png)
- Enter the amount you wish to charge in the Price field.
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526e2bc9e77c0016384ceafile-YRQKcHomDK-1.png)
- 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:
- Right-click on the appointment and select Edit Invoice (You can also click Invoice → Edit Invoice in the appointment panel).
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526db746e0fb0016a8b3defile-TI8ftGo8By-3.png)
- Use the "Add Payment" function to add a partial payment, or to add multiple payment methods (e.g. $50 cash and $80 Eftpos).
![](https://support.powerdiary.com/hubfs/Knowledge%20Base%20Import/d33v4339jhl8k0.cloudfront.netdocsassets5bd7e33f2c7d3a01757a8daeimages5f526ead46e0fb00179ed29dfile-QBFN3XmE3a-1.png)