Bookables makes two kinds of document: invoices, for money a customer owes, and receipts, for money you've taken. Receipts are made for you on every payment. Invoices are made from what's due, or by you with Issue an invoice in Money.
Use this for work that isn't already invoiced from a due line, like an extra hour of set-up.
Open Money
Choose Issue an invoice at the top.
Choose who it's to
Pick the customer under To. Under For a booking or job, pick one if it belongs to one: its reference becomes the payment reference.
Add the lines
For each line, say What for and the Amount. Choose Add a line for more.
Set the due date and a note
Due on is when it should be paid. The Note is printed on the invoice.
Issue it
Check the Preview, then choose Issue with its number. The customer gets it by email with your bank details.
When a service is paid after, by invoice, Bookables issues the invoice for what's due, and your workflow can send it once the work is done. Open the amount under Money, then Due, to see it. Send emails it to the customer.
From an invoice you can Download PDF or Resend it.
Issued documents are never edited. If an invoice has the wrong amount or customer and nothing has been paid:
Open the invoice
From the amount it's for, under Money.
Choose Void and reissue
Add your reason, like "Deposit invoiced at £40; the deposit is £20".
Confirm
The old invoice keeps its number, marked Void. An invoice for what's due now is issued with the next number.
Once money is paid against an invoice, refund the payment instead.
Every payment you take makes a numbered receipt, sent to the customer by email. A refund makes one too.
Each kind of document has a prefix and a next number, like GL-INV-0237. Change them in Settings, under Money and tax, then Invoice numbers. Numbers only go up, and a number already used isn't given again. Once a document of a kind is issued, only its prefix can change.
If you charge tax, invoices and receipts show it, with your registration number. Set it up in Settings, under Money and tax.