4. Step-by-Step Process to Create and Manage Invoices
Generating an invoice and accepting a payment is a simple, streamlined, flexible process in Critter. The platform allows for you to create invoices linked directly to bookings, grouping bookings together or keeping them separately. Additionally, we allow for invoicing to be done ahead of services or after services are rendered. Critter does provide the capability to accept in-app payment, but this is not mandatory to use. We allow for professionals to accept payment outside of the application and then monitor invoice status within Critter. The onboarding video below will walk through key steps in detail:
- Creating a new invoice
- Link bookings to invoices
- Adding different charges (taxes, add-ons, discounts) to an invoice
- Understanding invoice by time period & customer
- Defining invoice terms, messages, and statuses
- Customer experience when receiving an invoice and submitting payments