Wix Bookings: Sending an Invoice
4 min read
Send invoices to clients to collect online payments for services they booked. For your convenience, you can send an invoice before or after the appointment, class, or course occurs. Your client receives an invoice with the details they provided when booking the service.
この記事では、その詳細について説明する：
Requirements for sending invoices
The ability to charge your clients with an invoice is available under certain conditions. Be sure to review the conditions below to successfully charge with invoices.
- You or your client must first book the session.
Note: You can send invoices before or after the session takes place. - The service must have a fixed price.
- The session cannot be related to a service that is only offered within a pricing plan.
- The person sending the invoice must be a site collaborator with any of the following permissions:
- Owner
- Admin (Co-Owner)
- Bookings Admin
- Back Office Manager
- Custom role with Bookings permission set to Manage Bookings Payments
Sending invoices to clients
Send invoices to request payment for services, or to create a record for you and your clients. When you share the invoice with your client by email or as a link, they can complete the payment online using any of your available payment methods.
注：
When you collect payment for an invoice, you can charge the entire value of the order, or a custom amount (for payments in installments).
To send your clients an invoice:
- Go to the Booking Calendar in your site's dashboard.
- Click the relevant session in your calendar.
- Click Manage.
- Click Collect Payment next to the relevant client.
- Click Charge with invoice.
Note: If your client does not have an email on file, you need to add one to send an invoice.
- Click Create Invoice.
- Review the invoice details to make sure they're correct.
- 次に何をしたいかを選ぶ：
- 印刷する： クライアントが物理的なコピーを必要とする場合は、請求書を印刷します。
- シェアリンク メール、ソーシャルメディア、メッセンジャーアプリで送信できる共有可能なリンクを作成する。
- Click to create a link to the invoice.
- リンクをコピー」をクリックする。
- Click Done.
Note: when you create the link to the invoice, it automatically marks the invoice as Sent.
- Eメールで送信 クライアントに請求書をメールで送る。
- 件名を編集するにはクリックしてください。
- メールで送信するメッセージを編集するにはクリックしてください。
- 送信をクリックする。
Charging clients' invoices
You can charge your client for an invoice in different ways, depending on how they're paying. Make complete or partial payments on the invoice by charging the client's credit card. You can also record cash, bank transfer, check or other methods, whether the payment is full or partial.
To charge clients' invoices:
- Go to Booking Calendar in your site's dashboard.
- Click the relevant session in your calendar.
- Make the payment for your client, depending on the service type:
- Appointments: Click Collect Payment.
- Classes or Courses:
- Click Manage next to participants.
- Hover over the relevant participant.
- Click Collect Payment.
- 次に何をしたいかを選ぶ：
Charge the client's credit card
Record a payment (using cash, check, etc.)
よくある質問
Click a question below to learn more about invoices in Wix Bookings.
Can I edit the invoice?
What do my clients see in the invoice?
Can I automatically create invoices for paid orders?
これは役に立ったか？
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