How do I create an invoice and accept payment in Moxie Suite?

1. On your Schedule page, click on the appointment you want to check out.

2. Once on the Appointment Details page, ensure you update the services and products used using the steps below.

1. For a service with variable prices (i.e., Neurotoxins), find Services & Products, and click the purple Add products text below the service name.

2. Next check off the product you used, and the quantity. Here is where you can also enter lot details for inventory purposes by clicking on Add product details.

3. Save the changes by clicking on Add.

1. Once you're ready to proceed click the purple Go to checkout button at the bottom of your screen.
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2. Once on the Create an invoice page, review the services performed, and the subtotal & total amounts.

3. On this page, you'll also be able to manually add the following by clicking the appropriate purple plus (+) buttons:

4. You can also add service products, if this was not previously added, by clicking on the three dots then Add service products.

5. Under the Go to payments button you can click Add a note to leave an optional invoice note. As shown on the image below the invoice note is visible to the client on their receipt.

1. After reviewing the summary click Go to payments to proceed.

2. On the invoice payment screen select the payment method and the client can may choose to leave a tip at this point.

3. After confirming the payment method and if the client wishes to leave a tip click continue to proceed.

4. Here, you will see a Amount to charge box with the sum pre-populated from the previous step. Click on the purple Proceed to payment button at the bottom of your screen.

5. For Partial payments you'll see the following screen with a The invoice has been partially paid message and will have the option to click on Go to payments button to continue the payment process.

6. On the Payment summary step you'll see a new line item indicating the amount left to paid. Follow steps 14-15 until the balance is zero.

Ta-da! You've successfully created and completed your invoice! We HIGHLY recommend taking this opportunity to book a follow-up appointment with your client by clicking the Book follow-up appt button on your screen.