Create invoices from completed bookings, record payments, and track outstanding balances. Invoices pull service and customer details from the booking. Print or download invoices for your records.
Overview of Booking Invoices
Booking invoices are created from completed bookings. The invoice includes the service, price, tax, and customer details. You can create an invoice when a booking is marked Completed, or in bulk for multiple bookings.
How to Create an Invoice from a Booking
Open the Completed Booking
Go to Bookings and find a booking with status Completed. Click to open it.
ઇન્વોઇસ બનાવો (Create Invoice)
Click "Create Invoice" or "Generate Invoice". A new invoice is created with customer, booking reference, and service line pre-filled.
Review and Adjust
Review the invoice. Add discount, extra charges, or notes if needed. Set due date. Save as Draft or mark as Sent.
Send or Print
Send the invoice via email to the customer or print/download as PDF for manual delivery.
ઇન્વોઇસ ફોર્મ ફીલ્ડ (Invoice Form Fields)
ઇન્વોઇસ ફોર્મ ફીલ્ડ (Invoice Form Fields)
ગ્રાહક (Customer)
Auto-filled from the booking. The customer who received the service.
Booking Reference
Auto-filled. Links the invoice to the booking for traceability.
ઇન્વોઇસ તારીખ (Invoice Date)
Required. Date of the invoice. Defaults to today.
નિયત તારીખ (Due Date)
Optional. When payment is due. Used for overdue tracking.
Items/Services
Auto-filled from the booking. Service name, quantity, rate, and amount.
કર (Tax)
Auto-calculated from the service tax. Can be overridden if needed.
ડિસ્કાઉન્ટ (Discount)
Optional. Percentage or fixed amount off the total.
નોંધો (Notes)
Optional. Additional terms or instructions for the customer.
Invoice List
ઇન્વોઇસ યાદીના કૉલમ (Invoice List Columns)
ઇન્વોઇસ નં. (Invoice #)
અનન્ય ઇન્વોઇસ નંબર. જોવા કે સંપાદિત કરવા ક્લિક કરો.
ગ્રાહક (Customer)
ગ્રાહકનું નામ.
બુકિંગ (Booking)
Linked booking reference.
તારીખ (Date)
ઇન્વોઇસ તારીખ.
રકમ (Amount)
ઇન્વોઇસની કુલ રકમ.
સ્થિતિ (Status)
Draft, Sent, Paid, or Overdue.
ઇન્વોઇસ સ્થિતિઓ (Invoice Statuses)
ડ્રાફ્ટ (Draft)— Invoice created but not yet sent. Can be edited.
મોકલેલા (Sent)— Invoice sent to customer. Awaiting payment.
ચૂકવેલા (Paid)— સંપૂર્ણ ચુકવણી મળી છે.
મુદત વીતી ગયેલા (Overdue)— Due date passed and payment not received.
Recording Payment
Open an invoice and click "Record Payment". Enter the amount received, payment date, and payment method (cash, card, bank transfer, etc.). If the amount equals the total, the invoice status becomes Paid. For partial payments, the balance is tracked until fully paid.
Printing and Downloading Invoices
Open an invoice and use Print or Download PDF. The invoice is formatted for printing or sharing. You can also email it directly to the customer from the invoice view.
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ટિપ (Tip): Invoice promptly after completing a booking. Customers are more likely to pay when the invoice is fresh. Use the Outstanding Balance report to follow up on unpaid invoices.
