Invoicing Clients Directly from POS (Coming Soon)

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.
• 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.
• Invoice prices are shown in the company’s selected currency
• A language selector is available based on the company’s language settings
  

CONTENTS

• Activate Client Invoicing
• Generating And Sharing An Invoice 
• Paying An Invoice Online
• Managing Saved Cards On 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'
   

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

5. To adjust the amount, check the Customize payment amount box and enter the desired value

6. Choose how you’d like to send the invoice by clicking 'Send': 

   • 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.

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

Paying An Invoice Online

When an invoice is sent, the client receives a link (via email, text, or a shared link) to view and pay the invoice online.

1. Click the invoice link to open the payable ticket in their browser 
2. If the invoice includes a service and the "Allow clients to leave tips?" company setting is enabled, the client will see a + Add Tip option. 
3. Enter gift card number or promotional code if applicable
4. Complete payment:
   • No Saved Card on File: Click Pay With New Card and enter the card details. 
   • Saved Card on File: The saved card will appear under Saved Payment Methods. Clients can select it or choose Add New Payment Method to pay with a different card. 
5. Click the 'Pay $XX' button to complete the transaction
   • A success confirmation modal will appear. Click OK to close it.
     
6. A confirmation message will also display below the Review and Pay section
   
7. Once payment is completed, the POS ticket will automatically close in-store

Managing Saved Cards On An Invoice

Clients have the option to delete and update their card information using the steps below:

1. Click the "Delete" icon next to the saved card 

• Click 'Confirm' 
• If the removal was successful, a successful notice will appear 
• If the removal failed, a failure notice will appear 

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