Invoice

The Invoice feature in WP Amelia helps users quickly generate professional invoices for appointments, packages, and events, creating a smooth payment experience for clients. For example, if you run a wellness studio and a customer books several yoga classes, WP Amelia can automatically generate an invoice showing details about the classes, total cost, and payment information. This provides the client with a clear record of their purchase, while also helping you keep track of all transactions effortlessly.

Enabling Automatic Invoice Sending in WP Amelia

To send invoices automatically to your customers, go to Amelia > Settings > Notification Settings and enable the option called Send invoice to customer by default.

By activating this option, an invoice will automatically be sent to the customer upon booking, ensuring they receive a clear and professional record of their purchase.

Once a booking is completed, customers will receive their invoice as part of the Amelia notification. This ensures they have a detailed record of their booking in a convenient and accessible format.

When the invoice is generated, it will appear in a standard format. However, depending on whether you require a deposit, have added extras, or include other custom options, the invoice content can vary to reflect these details, providing a tailored summary of each booking.

Managing Invoices in the Finance Section

Within the Finance section of WP Amelia, you can easily manage all invoices generated for customer bookings. This area provides a centralized overview, allowing you to review, filter, and access detailed information for each invoice. The flexibility of this section supports efficient tracking and organization of financial records, helping you maintain accurate documentation for all transactions.

By clicking on the details of a selected invoice, you can download the invoice, preview it, or manually send it to the customer’s email provided during the booking. This flexibility allows you to manage invoices efficiently and ensure customers receive their records as needed.

The Invoice feature in WP Amelia simplifies the process of managing transactions, offering both you and your clients a clear and professional record of purchases. Whether you’re running a wellness studio, event planning business, or any service-based operation, WP Amelia’s invoicing system ensures smooth, automated billing. By enabling automatic invoice sending, you can guarantee that clients receive prompt and accurate payment details, while also easily managing all transactions in the Finance section.