You cannot invoice a client directly through MassageBook, but you can send an invoice through Square and record the payment, once it's received, within MassageBook.
To invoice a client through Square, you would follow these steps:
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Navigate to Invoices in your online Square Dashboard > Create Invoice.
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Select a customer from your Customer Directory, or enter a new name and email address or phone number.
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For ID, title, message, attachments, select Edit to add an optional Invoice Title, and edit the Invoice ID to match your records.
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Add a personal message. If you would like to use the same message for all of your invoices, select Save as default message. You can also include an optional Sale or service date to your invoice.
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Select the Frequency for this invoice.
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Choose when to Send the invoice, and when it's Due.
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Under Line items, Add Items and unit types, then use Customize to apply modifiers, notes, and taxes.
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Add any applicable discounts:
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To add a discount to the entire invoice, click Add Discount.
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To add a discount to a specific item, click Customize next to the item. Note: Only existing, fixed-percentage discounts can be applied to an item. You must set up taxes and create discounts prior to adding them to an invoice.
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If applicable, click Add service charge to apply a service charge for fees that will be added to the original invoice amount, such as shipping or handling expenses. You can create a new service charge while creating your invoice or select an existing service charge to apply. Default service charges can be created from the Account & Settings tab of your online Square Dashboard.
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Select the Payment Options. If the customer has a card on file, you can select from Payment methods on file. You can also choose one of the other Payment method options including credit or debit card, ACH bank transfer, or gift card.
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Select if you will allow customers to add a tip or save a card on file.
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Choose to Share via Email or Manually and add additional recipients as needed.
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Use the default reminders, or click Edit reminders to change.
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As a final step, select if you want to Request a Shipping Address or Attach a Square Contract to your invoice.
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Preview, Save as Draft, or Send using the buttons in the top right.
Once the client has paid through the invoice, you will receive a notification within Square. You can then record that payment within MassageBook by choosing Other as the payment type, whether you are checking out an appointment or processing a payment in the Cash Register.
Note:
- For the most up-to-date steps in Square, click here
- Invoices that are generated and collected in Square are not automatically recorded in MassageBook. If you choose to manually record a Square invoice payment in MassageBook after you receive it, select Other when selecting a payment method to enter a description of your choice (e.g., Square Invoice) so that you can complete checkout in MassageBook.