Email invoicing - Request payment feature

You can send your clients an email invoice by using the request payment button. This can be done in the web app, or mobile app.

Web App Instructions: 

  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. 
  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

 

Mobile App Instructions: 

  • Launch the Bookedin mobile app (Android or iPhone)
  • Tap Clients (bottom menu) 
  • Select any client name in your list then tap Request Payment
    request paymetns from clients.PNG
  • Fill in the amount and description, then hit Send Request. Your client will now receive an email invoice with a big green Pay Now button, where they can pay online. Once paid, you'll see a notification and this will get tracked in the client's profile. 
    request payment mobile bookedin.PNG

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