Sending Invoices via POS (Coming Soon)

MyTime allows you to easily send invoices to clients directly from the Point of Sale (POS). This feature is especially useful when a client prefers to pay later or when billing needs to be handled off-site. This article explains how to send invoices from POS and key details to keep in mind.

Things to know:

• This feature is controlled by a hidden setting that can only be enabled by the MyTime team. To request activation, please contact your Account Manager or email support@mytime.com 
• Available for businesses using both Stripe and Global payment accounts.
• The "Share via Communicator" option is only available when a client is added to the ticket.
  
• Invoices for prepaid appointments display a $0 balance along with any applicable in-package or in-membership labels. 
• Clients can add tips for the services included in the invoice if the 'Allow clients to leave tips?' company setting is enabled
• Invoices for walk-ins will not show a 'Saved Payment Methods' option; these clients must manually enter their card details to pay.
  
• If changes are made to the POS ticket in-store, staff must click 'Send Invoice' again for the update to apply. Clients will only see the changes after refreshing the invoice page if it was already open.
  
• If the "Require credit card on file to purchase membership" setting is enabled, a saved card on file is required to purchase a membership via invoice. If the setting is disabled, a saved card is not required.
• Clients can pay with an alternate card even if a saved card exists, by clicking the "Add New Payment Method" or switching to the "Pay With New Card" section. 
• Clients cannot edit an invoice once the associated POS ticket has been closed. 
• Multiple manual promotion codes can be applied if the promotions are stackable. Learn more here
• Currency Display—Invoice prices are shown in the company’s selected currency.
  
• A language selector is available based on the company’s language settings.
  
• Configured surcharges are automatically included and displayed on invoices. Learn more here

 CONTENTS

• Generating And Sharing An Invoice
• Paying An Invoice Online
• Managing Saved Cards On An Invoice

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. 
   • Stripe 
   • Cloud9
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.   

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• Checking Out Appointments in POS
• Checkout Services and Products in POS
• Checking Out Service Group Appointments in POS
• Checking Out Multi-Staff Appointments in POS
• Checking Out Pet Appointments in POS