Invoice overview
Zenbooker automatically creates an invoice for each job scheduled. All relevant job details are attached to this invoice, including customer info, service details, and service prices.
The job's service and any service modifiers selected for the job are added as the first line item to the invoice. You can add subsequent custom line items to this invoice as well.
If the invoice's total is $0, then the invoice will automatically be marked paid as no payment is due. However you can still edit the job's service price, or add line items which will then mark the invoice as unpaid.
To see a job's invoice navigate to the Jobs section on the sidebar. Then click on the job you want to see, and finally scroll down on the page until you see the Invoice section.
You can see a job's invoice when viewing a job from the Zenbooker dashboard or mobile web app
Processing and recording payments
When a job's invoice is has a balance due, you can process or record payments for it by clicking the Add Payment button.
Processing payments by charging a customer's credit card
If you've connected a Stripe account to Zenbooker, you can securely charge a customer's saved card to pay an invoice.
Click Add Payment > Create a charge
If the job or customer has a Stripe Customer linked to it, then the available cards saved to the customer in Stripe will appear, and you can then select which card you wish to charge. If there's no Stripe customer linked to either the job's Zenbooker customer record, or the job itself, then you can click Add Card to manually add a card for the customer. This will create a new Stripe customer in your Stripe account and save the card details to it. This newly created Stripe Customer will also be linked to the Zenbooker customer record so you can easily create future charges for them for other jobs.
You can edit the amount you wish to charge if you only want to process a partial payment for the invoice.
You can add a memo for your records about this transaction. This memo won't be visible to customers.
Click the Charge button.
Successful charges
If the charge is successful you'll see this popup where you can also then send an email receipt to the customer
After you charge the card, the payment will be applied to the invoices balance, and show up in the payments section of Invoice. If invoices is fully paid, the invoice will automatically be marked Paid.
Failed and declined payments
Sometimes attempts to charge a customer will be unsuccessful, for example if the card is a debit card and the customer has insufficient funds.
When an attempt to charge a card fails, Zenbooker will display this popup with details about the failed transaction
The invoice's balance won't change with a failed payment, but Zenbooker will record the details of the failed transaction in the Payments section of the Invoice:
