Invoices

The Key Steps 

  1. Click on the People icon
  2. Click on Everyone under the People section
  3. Click on the name of the contact 
  4. Select the Invoices section from the left side of the screen
  5. Click on the Create Invoice button 
  6. Select if you want to pass on fees to the customer and charge taxes
  7. Add Products from your Point of Sale, if applicable
  8. Add a line item to charge for items not included in your point of sale
  9. Click on the Create Invoice button

👇 For more detailed steps refer to the article below

Creating a New Invoice

Pulse generates invoices to record all sales transactions that occur in your Pulse system. From a contact’s profile, you can create or process invoices for their account. 

To access your list of members, click on the People icon and then select Just Members under the People section. 

From here you can click on a member’s name to pull open their profile.

Once you have the member’s profile open, click on the invoices section from the left-hand side of the page.

The invoices section will show all of the member’s paid and unpaid invoices. 

From here you can either create a new invoice by clicking on the Create Invoice button or process an invoice with a status of ‘open’. 

On the Create Invoice screen, you will be prompted to select whether or not you want to charge sales tax or pass-on fees for this particular invoice.

Next, you can either add products from your point of sale or add line items to charge them for items not included in your point of sale. 

If you click on the Add line item button, you will need to provide a name and a price for the item. 

In the example below, the Private Lesson was added as a line item.

Once your invoice is complete, click on the blue Create Invoice button at the bottom of the page.