Choosing to connect with either Stripe, Square, or PayPal will establish a seamless and secure payment experience for your clients: When they receive their unique invoice URL from you, that invoice page will simply prompt them to pay via credit card. Once you start generating and sending invoices, it’s easy for you to get paid and keep track of invoice payments-all from your Acuity account.įirst, in order to get paid, you need to connect a third-party payment processor to your Acuity account. Getting paid with Acuity Scheduling Invoices When the client receives your message and clicks through the URL, they’ll be prompted to easily complete payment through your account’s integrated payment processor. For example, go to your business email account, and add that invoice URL to an email addressed to your client. You can share it with your client however works best for you both. From there, a unique URL is automatically generated for your invoice. Once your invoice is ready, it’s best to preview it to make sure everything looks accurate. You get the flexibility to save or delete drafts as you generate the right invoices for your clients. This is particularly helpful if you have recurring clients who always schedule the same services with you. You can save time by copying previous invoices. You also have the ability to manually customize those line items, if needed. On the invoice template, those services and pricing are generated in a drop-down menu, so you can easily select which services apply to each client’s invoice. The invoice generator automatically recognizes the types of services you offer in your account and their set prices. When you go to the Invoices section of your Acuity account and select Create New Invoice, the invoice generator streamlines the process of making an invoice with an invoice template that’s easy to customize.Īcuity Scheduling Invoices saves you time with the ability to: Auto-fill services and pricing How to create an invoice with Acuity Scheduling InvoicesĪcuity’s invoice generator empowers you to create, send, and track invoices directly from the same account where those clients have scheduled services with you. It’s quick and easy to customize each field and send professional invoices to your clients, feeling secure in the knowledge that you’re following invoicing best practices. With Acuity, you don’t need to remember to include those key building blocks in your invoice-that invoice template is already built into the scheduling software’s invoice generator. The rate you’ve agreed to charge for each of those services Types of services you completed for that client The name and contact information of both you and your client These are the most important elements to include in your invoice: The anatomy of an invoice is pretty straightforward, regardless of your industry or the types of services you’re offering. For example, an independent fitness instructor might offer group classes where attendees can pay up front, while also offering ongoing 1-on-1 personal training sessions that they invoice clients for each month. No invoice would be needed because the client already paid.ĭepending on the type of pricing or service structure you’ve set up for your business, your services might require receipts or invoices. That’s a situation where you could use your payment processor to send an automated receipt to the client for their records. What’s the difference between an invoice and a receipt?Īn invoice is a document that requests and processes payment that needs to be made, while a receipt is simply a static document that records a payment that’s already been made.įor example, say you offer a service that can be paid for at the point of booking. The process of invoicing clients is the most common way for self-employed professionals like freelancers, contractors, and other independent business owners to collect payment for services they’ve provided to a client: Instead of accepting upfront payment for services, you create and send an invoice to your client after services have been completed-and they are expected to pay the invoice total within your specified timeframe.įor example, a freelance web design consultant who’s redesigned an organization’s website could use Acuity Scheduling’s invoice generator to make an invoice and send it to that organization in order to get paid for their consulting services. An invoice is a financial document that itemizes the services you’ve completed for a client, the price of those services, and when the client’s total payment is due.
0 Comments
Leave a Reply. |
AuthorWrite something about yourself. No need to be fancy, just an overview. ArchivesCategories |