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Invoices

Overview​

With Mysched, you can automatically generate and send invoices for your services in PDF format, streamlining the billing process. Preparing invoices manually can be time-consuming and complex, but Mysched’s Invoice feature simplifies this task by generating professional invoices instantly for your appointments.

Why Are Invoices Important?​

Invoices serve multiple important functions for businesses, including:

  • Getting Paid: Invoices provide a formal record of services rendered and help ensure that businesses are paid in full and on time. They include essential information such as the customer’s and seller’s details, descriptions of services, the amount due, and payment terms.
  • Establishing Legal Rights: Invoices are legal documents that establish a company’s right to payment. If a customer fails to pay, the invoice serves as evidence that services were delivered, allowing businesses to pursue legal action if necessary.
  • Record-Keeping: Invoices provide detailed records of transactions, making it easier to manage finances, track payments, and maintain organized documentation for auditing purposes.

Invoice Basics​

A typical invoice includes:

  • The customer’s and seller’s names and contact details.
  • A description of the services or products rendered.
  • The price per item or service.
  • The total amount due.
  • Payment terms (e.g., due upon receipt, within 30 or 60 days).
  • A unique invoice number.
  • A preferred payment method.

Including a late fee policy can also help encourage prompt payments.

How to Enable the Invoice Feature​

To start using the invoice feature in Mysched, follow these steps:

1. Creating an Invoice​

  1. Go to the Invoice Section: In the Mysched admin panel, navigate to the Invoices section.
  2. Add a New Invoice: Click on the Add Invoice button to create a new invoice.
  3. Customize the Invoice: You can use keywords to dynamically insert relevant data (e.g., appointment details, customer names). By clicking on the Keywords button, you can view all available keywords and add them to your invoice.
  4. Preview the Invoice: You can download or preview the PDF to ensure that everything is correct.
  5. HTML Templates: If you have an existing HTML template, you can import it as an invoice by switching to the Code View.

Once the invoice is prepared, save it for future use.

2. Adding Invoices to Notifications​

Invoices can be attached to email notifications, making it easy to send them to customers and staff automatically. Here’s how to attach invoices to your notifications:

  1. Go to the Workflow Module: Navigate to the Workflow module in the admin panel.
  2. Edit the Notification Action: Find the notification where you want to attach the invoice and click Edit.
  3. Add the Invoice: In the notification editor, look for the Attachment(s) section at the bottom. Here, you can select the invoice you want to attach.
  4. Save the Notification: Once the invoice is attached, save the notification settings.

You can attach multiple invoices to different notification types, providing flexibility for various billing scenarios.

Example Use Case​

For example, when a customer books an appointment, Mysched can automatically generate an invoice and attach it to the confirmation email sent to the customer. The invoice will include all relevant details such as the services rendered, the total amount due, and the payment terms.

Conclusion​

The Invoice feature in Mysched simplifies the process of creating and sending invoices, helping you get paid on time and maintain a professional relationship with your clients. By automating invoice generation and attaching them to notifications, you can save time, reduce manual effort, and ensure that all billing information is properly communicated to your customers.

For more details on setting up and using the invoice feature, refer to the Workflow and Notification settings documentation, or reach out to our support team if needed.