Creating an invoice
Create invoices from the appointment or invoice area when you are ready to charge.
Quick answer
- Check the client, service, price, date, and payment details before sending or saving an invoice.
- Use clear line items so clients understand what they are paying for.
- If tax, legal, or accounting treatment is unclear, check with your accountant before relying on the invoice record.
Related articles
- Marking an appointment or invoice as paid
Paid status helps your workflow, but it should match the money you actually received.
- Payment methods
Use payment methods to keep reporting and reconciliation clearer.
- What paid status does not do
Paid status is a record in Offlico, not automatic proof that money cleared.
Still stuck? Contact support and we’ll help you sort it out.