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. 
    request payment in bookedin appointment booking calendar.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 online for appointments products or services.png
  4. Hit Send Request. The system sends your client an email invoice. Here is a sample:
    email sent to bookedin clients for payment request.png
  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: 

    check client payment history in bookedin.jpeg 
    how to check client invoices in bookedin.jpeg

 

Mobile App Instructions: 

  • Launch the Bookedin mobile app (Android or iPhone)
  • Tap Get Paid (bottom menu) 
    get paid online for small business app.jpeg
  • 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
  • You can also send a payment request via any client profile. Here's how: 
    • Tap Clients (bottom menu) 
    • Select any client name in your list then tap Request Payment
      request paymetns from clients.PNG

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