Generate and send a receipt

Generate the receipt when completing the appointment

When you mark an appointment as <strong>completed</strong>, the panel offers to generate a receipt in the same step. The receipt is prefilled with the appointment's service and price, and you can adjust the lines before saving.

You can also create a receipt manually from any completed appointment, or edit and resend it later. A receipt always carries its own reference (for example, <strong>REC-0001</strong>).

Line items, extras and tip

Each receipt is made up of free-form line items with description, quantity and price. You can add extras (products, materials) and a tip on top of the main service.

If balance collection is enabled, the receipt shows the <strong>total</strong>, the <strong>amount collected</strong> and the <strong>outstanding balance</strong>, with a «Pay the rest» button when something is still owed.

Send by WhatsApp or email

From the receipts list you can send or resend the receipt in one click:

• WhatsApp — Sends a message with the link to the receipt. The client opens it in their browser.
• Email — Sends the receipt as a PDF attachment. You can edit the address before sending.

Print

The receipt has a public address with its own link. You can open and print it from the browser whenever you want, without sending it to the client.