Creating an Invoice

The Key Steps 

To Create an Invoice

  1. Click on the Money icon
  2. Click on Invoices under the Money section
  3. Click on the Create Invoice button
  4. Select the user that the invoice is for in the user field
  5. Select if you want to pass on fees to the customer and charge taxes
  6. Add Products from your Point of Sale, if applicable
  7. Add a line item to charge for items not included in your point of sale
  8. Click on the Create Invoice button

To Process Payment for an Invoice

  1. Click on the Money icon
  2. Click on Invoices under the Money section
  3. Click on the invoice you need to process payment for
  4. Click on the Actions button in the top right
  5. Select Process Payment from the drop-down menu
  6. From the Source field select the payment method
  7. Click on the Process 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. They record the date of purchase, the name of the customer, and the amount paid. 

You can manually generate invoices in Pulse to charge individual members for products or services offered at your facility.

To generate a new invoice, navigate to the Invoices page by clicking on the Money icon and then selecting Invoices under the Money section.

Once you are on the invoices page, you can create a new invoice by clicking on the Create Invoice button.

On the Create Invoice screen, you will be prompted to select a user from your list of contacts to charge this invoice to. You also can 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.

Processing Payment for an Invoice

After clicking the Create Invoice button, your new invoice will appear on the main Invoices page with its status set to open. This means the invoice has not yet been paid. 

To process payment for an invoice, click on the invoice number of the invoice you are processing. Then, click on the Actions button in the upper right corner of the screen. Click on the Process Payment option from the drop-down menu. 

On the pop-up that appears, you will select the user’s payment method from the Source field. You also have the ability to manually change the invoice price here. 

When you are ready to officially process the payment, click on the Process button.

Managing Invoices from the Member Profile

Another way you create and process invoices is by going directly to the profile of the member you need to charge. 

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’.