BookedIN Online Scheduling Software - Frequently Asked Questions

Email invoicing

You can send your clients an email invoice by using the request payment button in your web account. Here's how: 

  1. Log in to your BookedIN web account (note: ability to send invoices not available in the mobile app yet)
  2. Click Request Payment button in the side-bar. Or within any client profile. 
    bookedIn_online_payment_processing_and_tracking_clients.png
  3. Type the client name (it auto-fills in their email if you have them on file). Fill in the $ amount, description and add the tipping option if desired.
    requesting_a_payment_using_bookedin_appointment_scheduling_invoicing_button.png
  4. Hit Send Request. The system sends your client an email invoice. Here is a sample:
    payment_request_email_sent_to_clients_for_their_appointment_via_bookedin.jpg
  5. Your client can then click the big green Pay Now button to pay online using credit card, debit or PayPal. Here is what they'll see:
    paying_an_invoice_request_online_with_bookedin_appointment_scheduling.PNG
  6. After your client pays, you get notified by email, and an alert appears in the activity view (mobile & desktop)
  7. The invoice & payment date gets tracked on their client profile inside of your bookedIN account. You can view the client payment history in mobile app or desktop: 
    client_invoice_tracking_in_bookedin_online_scheduling_software.png
    payment_tracking_in_online_booking_appointment_mobile_app_for_android_and_itunes_iphone.PNG client_payment_tracking_in_bookedin_online_appointment_scheduling.PNG

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