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How to send a paid invoice (receipt) in Bookem

Need to send a receipt for a paid invoice? Bookem makes it easy. There are two simple ways to do this - either from a booking in your calendar or directly through the Accounts section.

Method 1: From a calendar booking

  1. Open the booking in your calendar

  2. Click New Invoice to generate the invoice

  3. Select Finalise & Pay

  4. Allocate the payment amount and method

  5. A message will pop up asking if you want to send a receipt

  6. Click Yes to send it to the client

Method 2: From the Accounts section

  1. Go to Accounts > Invoices

  2. Find and open the relevant invoice

  3. Click + Add New Payment

  4. Allocate the payment details

  5. A message will pop up asking if you want to send a receipt

  6. Click Yes to send it to the client

Both methods will send the client a copy of the paid invoice (receipt) via email or SMS, depending on their preferences. They will be able to view the invoice view the link that is generated, or the attached PDF.

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