Creating and Sending an Invoice

Open the Invoices page

Navigate to /invoices. The page is titled "Invoices" with a subtitle "Manage salon invoices and billing."

What you'll see: The list defaults to outstanding invoices (any invoice that is not yet paid or voided). A count at the top shows how many invoices are displayed. The table shows Invoice #, Client, Date, Due Date, Amount, Status, Balance Due, and Actions columns with "View" and "Edit" links for each row.

The Invoices list page defaulting to outstanding invoices

Start a new invoice

Click "New Invoice" (blue button with a plus icon, top right). The system navigates to /invoices/new and shows the form titled "New Invoice."

Select the client

The first field is "Client" (required). Click the drop-down and choose from the list of active clients. Each option shows the client's full name and email address.

Fill in invoice header fields

Three fields appear side by side:

The new invoice form showing client selection, header fields, and line items

Add line items

The "Line Items" section starts with one empty row. Each row has:

To add another item, click "Add Item" (blue link with a plus icon, top right of the section header). To remove an item, click the trash icon on that row.

Enter tax and discount amounts

Below the line items table, two fields let you adjust the totals:

• Tax Amount -- a fixed dollar amount of tax to add (not a percentage)
• Discount Amount -- a fixed dollar amount to deduct from the subtotal

Review the totals summary

A summary panel on the right shows the calculated totals:

• Subtotal -- sum of all line item amounts
• Tax -- shown only if Tax Amount is greater than zero
• Discount -- shown in red only if Discount Amount is greater than zero
• Total -- Subtotal + Tax - Discount

These values update live as you edit line items or adjust the tax and discount fields.

Add notes (optional)

The "Notes" text area at the bottom of the form accepts any additional text that should appear on the invoice -- payment terms, special instructions, or a thank-you message.

Save the invoice

Click "Create Invoice" (blue button with a document icon, bottom right). The button shows "Creating..." while saving.

On success, the system navigates to the invoice detail page at /invoices/:id and shows a "Invoice created successfully" notification. The new invoice starts in "Draft" status.

Review the invoice detail page

The detail page is divided into three areas:

Header bar (top): Invoice number and client name. Action buttons appear based on the current status.

Main panel (left, two-thirds):

• "Invoice Details" card -- invoice number, invoice date, due date, and current status
• "Line Items" table -- description, quantity, unit price, and calculated amount for each row, followed by a totals breakdown showing Subtotal, Tax, Discount, Total, Paid amount, and Balance Due
• "Notes" card -- shown only if notes were entered

Sidebar (right, one-third):

• "Client" card -- client name, email, and phone

Send the invoice to the client

Click the "Send" button (blue, with a paper-plane icon). The button shows "Sending..." while the request is in flight. On success, the invoice status changes to "Sent" and a notification confirms "Invoice sent to client."

The "Send" button is available for invoices in Draft or Sent status (so you can resend if needed).

Mark the invoice as paid

When you receive payment (either recorded through the Payments system or confirmed offline), click "Mark Paid" (green button with a check-circle icon). The status changes to "Paid" and the Balance Due drops to zero.

"Mark Paid" is available for all statuses except Paid, Voided, and Cancelled.

Void an invoice if needed

To cancel an invoice that should never be paid, click "Void" (red button with an X-circle icon). A dialog appears asking for a reason. Type a reason in the "Reason" text area (required) and click "Void Invoice." The status changes to "Voided."

Edit a draft invoice

While the invoice is in "Draft" status, click "Edit" (outlined button with a pencil icon) to return to the form. You can change the invoice number, due date, notes, tax, and discount. The invoice date and client are locked after creation.

In edit mode the form title changes to "Edit Invoice" and the submit button reads "Update Invoice."