Invoicing using Flat Rate

📄 Create a New Invoice

1. Go to the Invoice page.
2. Tap the + Add button in the top right corner.

👤 Select or Add a Customer

After tapping the + or Add, you will be directed to a list of existing customers.

• Choose a customer from the list or use the search bar.
• To add a new customer, tap the + icon.

📍 Choose a Service Location (if needed)

• If the customer has multiple locations, select the correct one.

📝 Add Invoice Details

• Enter a short description for the invoice.
• Tap the arrow icon to continue.

➕ Add Flat Rate Items

1. Tap Add Item.

1. You’ll see the Pricebook Category list.
   • You can browse through categories and subcategories, or
   • Tap List Items to see all flat rate items.

1. In List Items, you’ll see:
   • Conditions
   • Price – Total price of the flat rate.
   • Member Price – discounted rate (if applicable)
2. Tap the item you want to add.

🔧 Adjust Item Details

• A detailed view of the item will open.
• Use the toggle switch to add it to the invoice.

Now that the flat rate item has been added to the Invoice:

• You can update the quantity and price.
• To add more items, tap Add Item again.
• Tap the arrow icon to move to the preview screen.

🧾 Preview and Finalize Invoice

You’ll see a summary of the invoice:

• Tap Items if you want to add more.
• Add Tax or Discount – either as a percentage or dollar value.
• Add Notes for the customer (optional).

Tap the checkmark icon to save the invoice.

💳 Payment Options

After saving, you can collect payment by:

• Cash
• Credit Card
• Check

✍️ Customer Signature

Tap the Sign button.

1. Have the customer sign on the screen.
2. Tap Clear to erase or Save to confirm.

📧 Email the Invoice

• Tap the envelope icon.
• A PDF invoice will be generated.
• Edit the email message and send.
• Tap the checkmark to save and send.

📃 View Saved Invoices

Once saved, the invoice appears in your Invoice List.

⚙️ More Options from the Invoice List

Swipe left on any invoice to see more actions:

• Sign – Have it signed.
• Copy – Create a copy and assign it to another customer.

More Options

• Mail – Send it via email.
• Delete – Remove the invoice.