Add Service Invoice Digisign with airSlate SignNow

Add Service Invoice digisign

[Music] if you provide invoiced services to your customers and your admin has given you permission to view invoiced amounts you can view the list of all your invoices easily through the app to do this go to the main menu click on invoices select the type of invoice you want to view click on the invoice to view it in more detail invoices are created automatically for your bookings and you don't need to manually add them if however you need to create a new invoice for a job that isn't already on your calendar go to the main menu click on add new invoice and follow the steps of normally creating a booking this booking will be created with a completed status and will have a corresponding invoice a job is complete emailing the invoice to the customer is easy go to the booking click on the billing tab and click on the email invoice this will email to the customer's registered email and you can also cc another email by typing it in and press send if you are required to take payment when the job is complete go to the booking click on the billing tab and scroll down to the bottom of the page and click payments if you need to record payment for a payment taken using an alternative method like bank transfer check or cash select payment type other now select the correct payment method and the amount you can edit the amount payment date reference and add a comment for the office and press save when a job is complete you can collect a signature from the customer to confirm their satisfaction with your work to do this go to the booking click on the customer's name click on the signature icon and now you can ask the customer to sign and then press save once saved the signature will appear on the invoice pdf and the admin can view this signature for future reference your refund history shows all the refunds issued to your customers you can view all refunds at any time to do this go to the main menu click invoices click refunds this will show you the list of refunds click on a refund to view it in more detail depending on permissions set by your admin you might require admin approval before being able to process a refund you can send a refund request to the office by pressing the request refund button once received the office can review and approve once a refund has been approved it will be processed and the money will be returned to your customers credit card used for the payment if the payment was made via other methods the refund transfer will need to be dealt with manually by your admin when approving the refund to send a refund request go to the booking click on the billing tab scroll to the bottom of the page and click add refund fill...