Invoices

The Invoices page gives you a centralised view of all your invoices from connected payment providers like Square.

Accessing Invoices

Click Invoices in the sidebar to view your invoice dashboard.

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Note

Invoices require a Premium subscription or active trial, and at least one connected payment provider (currently Square).

Invoice Summary

At the top of the page, summary cards show:

• Total Invoices - Total number of invoices
• Unpaid - Number of invoices awaiting payment
• Paid - Number of completed payments
• Outstanding Amount - Total amount still owed

Viewing Invoices

The invoice list shows:

• Invoice number or reference
• Client name
• Amount
• Status (Draft, Unpaid, Paid, Cancelled, Refunded)
• Date
• Provider (if multiple payment accounts are connected)

Filtering

Use the filters at the top to narrow down invoices:

• Status - Filter by payment status
• Provider - Filter by connected payment account (if multiple)
• Search - Search by client name or invoice number

Viewing an Invoice

Click on any invoice row to navigate to the linked booking where you can see full details. For the actual invoice document, click the external link to open it in your payment provider’s dashboard (e.g., Square).

Invoice Status

Status	Description
Draft	Invoice created but not yet sent
Unpaid	Sent to client, awaiting payment
Paid	Payment received
Cancelled	Invoice has been cancelled
Refunded	Payment was refunded to the client

Connecting a Payment Provider

To use invoices, you need to connect a payment provider:

1. Go to Settings → Payment Integrations
2. Connect your Square account via OAuth
3. Invoices will automatically sync

See Payment Integrations for setup instructions.

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