Invoicing Clients Directly from POS

With MyTime, sending invoices is fast and effortless. Whether a client wants to pay later or you need to handle billing off-site, you can generate invoices directly from the POS in just a few clicks and share them instantly—keeping payments and POS tickets in sync every step of the way.

Things to know:

• Invoices can be shared via a link or sent directly through the Communicator for a quick, seamless experience.
• If changes are made to the POS ticket in-store, staff must click Send Invoice again for the updates to apply. Clients will see changes after refreshing the invoice page if it was already open.
• POS tickets automatically update with any invoice changes, and once payment is completed, the ticket closes automatically in-store.
• Clients cannot edit an invoice once the associated POS ticket has been closed.
• Clients can add tips for services if the "Allow clients to leave tips?" setting is enabled.
• Clients can pay using a saved card or enter a new card at the time of payment.
• If the "Require credit card on file to purchase membership" setting is enabled, clients must have a saved card to purchase a membership via invoice. If disabled, a saved card is not required.
• Membership value credits are displayed based on the amount used, regardless of whether the 'Apply Membership Value Credits' setting is configured to apply before tax or after tax. 
• Invoices for prepaid appointments show a $0 balance and include any relevant in-package or in-membership labels.
• Invoices for walk-ins will not show a 'Saved Payment Methods' option; these clients must manually enter their card details to pay
• Multiple manual promotion codes can be applied if the promotions are stackable. Learn more here 
• Any configured surcharges are automatically included on invoices. Learn more about surcharges here.
• Prices displayed on an invoice are shown in the company’s selected currency.
• A language selector is available on the Invoice page. The list of languages shown is determined by the languages enabled in the company’s language settings.
• Once an appointment is marked as completed, a transactional email can automatically be sent to the client with their invoice to complete payment. This functionality is controlled by the “Send Invoice Automatically When Appointment is Completed” hidden setting, which can only be enabled by the MyTime team. To enable this setting, please contact support@mytime.com. Learn more here
  

CONTENTS

• Activate Client Invoicing
• Generating And Sharing An Invoice 

Activate Client Invoicing

To enable client invoicing: 

1. Navigate to Business Setup > Settings
2. Locate the "Enable Invoicing Clients" option under the POS section 
3. Toggle to YES
4. Save

Generating And Sharing An Invoice 

1. Navigate to POS > New Ticket

2. Add Items to the Ticket:
   Open an existing appointment from the right-hand panel under Services, or add a new appointment, class, product, membership, package, or gift card to the ticket. Note: A client must be added to the ticket in order to send an invoice.

3. At the bottom of the page, select 'Send Invoice Link' 

4. A 'Send Invoice Link' modal will appear, showing the total amount to be charged: 

   • Ticket Balance: By default, this option is selected, and the Payment Amount is prefilled with the ticket’s total balance. If any changes are made to the ticket, the invoice will automatically update to reflect the new balance. Clicking 'Edit' next to the Payment Amount box will switch the selection to Fixed.

   • Fixed: This option allows you to manually change the value displayed in the Payable Amount box. 

5. Clicking the 'Send' dropdown will provide you with 3 options to send the invoice to your clients: 

   • Send via Email - Exposes an email address field on the 'Send Invoice Link' modal. This field will be prefilled with the client's email address but also allows you to edit the email address displayed 

   • Send via Shareable Link – Copies the payment link to your clipboard so you can share it manually.

   • Send via Communicator – Opens the Communicator and automatically pastes the invoice link for direct sending to the client. Note: This option is only available when a client is attached to the ticket.

6. Keep the ticket open until the client completes payment through the invoice.

For more information, contact us at support@mytime.com or (385) 233-6964.

Related Articles:

Paying Invoices Online & Managing Saved Cards on File

Configure Invoice Notification