Sign in

Generate an invoice in Bookem

Bookem allows you to generate invoices for single or multiple bookings directly from your calendar. The visual invoice status makes it easy to manage your invoicing at a glance, showing:

  • Bookings that need to be invoiced

  • Bookings that have been invoiced

  • Invoices that have been paid

With this clear view, you can quickly see who still needs to be invoiced, helping you stay on top of your billing.

This video shows you how to create an invoice, allocate a payment, and send a paid invoice receipt to a client in just a few clicks. Watch now to see how easy it is to manage invoices from your calendar.

Invoicing an appointment directly from your calendar

1. Go to your Calendar

2. Select the booking you want to invoice for

3. Click on 'New Invoice'

4. Bookem will auto-populate the invoice with the client and service information

* You can create one invoice for multiple bookings by clicking on the '+Add Booking' button in the Invoice window

Editing an invoice

Before finalising an invoice, you can:

  • Add, edit or remove line items

  • Copy a previous invoice

  • Add line items or line item groups

  • Edit pricing or apply a discount

  • Add, edit or remove ICD - 10 codes

Finalising an invoice

Once you're happy with the invoice, choose one of the following options:

  • Finalise – Saves the invoice while keeping it open for further edits

  • Finalise & close – Saves and closes the invoice

  • Finalise & send – Sends an unpaid invoice to the client

  • Finalise & pay – Allocates payment and saves the invoice. You'll also be prompted to send a paid invoice

Generating invoices for packages, products, and other non-booking related items

You can generate invoices in Bookem from the client profile or Accounts > Invoices. This applies to invoices that are not linked to a booking, such as:

  • Packages (e.g. prepaid sessions)

  • Products (e.g. equipment, supplements)

If the invoice is for a booking, it should be generated directly from the calendar, and you can add these line items if necessary

Generating an invoice from a client profile

  1. Go to Clients and select the relevant client

  2. Navigate to the Account tab

  3. Click + Create an invoice

  4. Add the required line items

  5. Click Finalise to complete the invoice

Generating an invoice from Accounts

  1. Go to Accounts > Invoices

  2. Click + New invoice

  3. Use the Client search bar at the top to find, and select, the client from the drop down

  4. Add the required line items

  5. Click Finalise to complete the invoice

Learn more