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To recover an invoice in case you’ve incorrectly marked an invoice as paid, delete the corresponding receipt that was generated and delete it.

• To do that, please find that booking under Bills > Receipts > and use the calendar option to navigate to the date when the receipt was generated.

• Here, you will need the exact date of when the receipt for that booking was generated. Now, use the Action button which is the three vertical dots at the end of every receipt and click on the deleted button.

• The invoice with the corresponding receipt will be deleted and now the invoice will not appear greyed out. You cannot adjust the invoice or send it to the customer again for re-payment.

 ]]> https://help-brilion.brilion.net/article/viewing-and-sending-the-receipt-for-a-customer/ Tue, 20 Aug 2024 23:36:06 +0000 https://help-brilion.brilion.net/?post_type=article&p=2278

To view a receipt for any customer, please navigate to Bills > Receipts. Here, you can use the Payment Date or the Receipt number to find the receipt.

• Use the Action button for any customer, which is the three vertical dots and the view button is what you’ll need to click on in order to view the receipt.

• You can now send this receipt to the customer via an email or through other social media apps.

 ]]> https://help-brilion.brilion.net/article/filtering-out-paid-and-unpaid-invoices/ Tue, 20 Aug 2024 23:35:16 +0000 https://help-brilion.brilion.net/?post_type=article&p=2276

To see all the paid or unpaid invoices, please head over to Bills > Invoices.

• Here, under Amount Paid, you will be able to filter out the paid and the unpaid invoices accordingly. Check or uncheck the box based on the invoices you want to see.

 ]]> https://help-brilion.brilion.net/article/creating-discount-codes-for-your-customers/ Tue, 20 Aug 2024 23:32:03 +0000 https://help-brilion.brilion.net/?post_type=article&p=2269

To create a discount code, please navigate to Settings > Discount > Create a Campaign +.

• You can type the campaign name which could be the event that the discount code is for. Here, we have a discount code which says Fifty Discount indicating that it gives you a 50% discount of the booking amount whenever you apply that code.

• You can choose between whether you would want to give the discount in percentage or a flat amount that gets deducted when the code is applied. Also, you can have the discount code for all services or just on select services.

• The target audience could be set according to the code. For example, if you want the customers to use your customer app, you’d want to go with the option Only Mobile App New Customer. The payment type could be online in case you want your customers to move to online booking to avail the discount.

• You also have the option to have the same code or have unique codes. Type in the number of uses and the code that the customer needs to enter.

• You have multiple ways to select between when to start the code. Select according to your preference and hit Save. The discount code will now be created and visible to you under Discounts and Promotions.

• To activate or deactivate a discount code, you need to click on the green or the red button based on the Status.

 ]]> https://help-brilion.brilion.net/article/creating-an-invoice-manually-for-your-customer/ Tue, 20 Aug 2024 23:29:14 +0000 https://help-brilion.brilion.net/?post_type=article&p=2263

To create an invoice manually for a customer, please head over to Bills > Invoice > Action > Create Invoice.

• Once you click on Create Invoice, you can select the client that you want to create an invoice for. You can select the date of the invoice, type in the amount and description. Hit Save once you’ve filled in all the details.

• Now, the invoice that you’ve just created will be visible under Invoices and also under the Customer profile. Alternatively, you will also be able to add an invoice from the Customers page.

• This feature is helpful if you would want the customer to pay some amount in advance. You can send the invoice to them via an email or through any other social media app.

 ]]> https://help-brilion.brilion.net/article/downloading-the-statement-of-a-customer/ Tue, 20 Aug 2024 23:21:27 +0000 https://help-brilion.brilion.net/?post_type=article&p=2245

To download a statement of a customer, you will need to navigate to the customer and click on them. Click on the Statistics tab.

• Use the green Actions button, you can find the option to Export Statement in PDF.

 ]]> https://help-brilion.brilion.net/article/collecting-payments-from-customers-stored-credit-card-auto-pay-functionality/ Tue, 20 Aug 2024 23:15:44 +0000 https://help-brilion.brilion.net/?post_type=article&p=2231

There are multiple ways through which you will be able to collect payments from your customer automatically.

• Let’s begin by navigating to the customer we want to collect payment for. For this, you’ll need to click on Customers and find the Action button (three vertical dots) at the end of every customer tab.

• Here, you will find the icon shaped like a card, which says Online Payment. This icon will also be present under Invoices.

• Once you click on Online payment, enter the amount that you want to receive from the customer’s credit card. This amount cannot be greater than the already outstanding amount.

 ]]> https://help-brilion.brilion.net/article/creating-a-payment-link/ Tue, 20 Aug 2024 18:53:11 +0000 https://help-brilion.brilion.net/?post_type=article&p=2188

To create a payment link, please go to the Customer list page. Then locate the customer by searching their name.

You will then need to hover your mouse over to the Action button, which is also those three vertical dots at the end of every customer row. You need to click on the credit card icon.

• An outstanding amount will be pre-filled. You will be able to add the amount if needed.

• Once done, you can either email the payment link to the customer or copy it and send it through WhatsApp or other communication channels.

 ]]> https://help-brilion.brilion.net/article/deleting-or-adjusting-an-invoice/ Tue, 13 Aug 2024 00:02:36 +0000 https://help-brilion.brilion.net/?post_type=article&p=2126

Please go under Bills > Invoices > Select the invoice that you want to adjust.

To adjust an invoice, you will need to hover your mouse over to the Action button, which is also those three vertical dots at the end of every invoice row.

Next, you will need to click on the pencil icon to adjust the invoice.

• Now, enter the amount that you want to add or subtract from the booking.

• Click on “Save” and the invoice will be adjusted to that amount.

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