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Client Billing & Invoicing
Fully integrated billing, sales tracking and invoicing for easy collection and recording of payments.
As easy as 1, 2, 3!
Step 1. Assign a new pass
When your clients add a pass to their basket, or if you assign a pass on their behalf, it will create a new
outstanding amount against their account.
Step 2. Go to the billing page
Head to the My Business > Billing page to review all clients with outstanding payments. Payments are
organised by month to help you track whose payment is overdue and see who has an upcoming recurring
payment.
Step 3. Record the payment
Go to the outstanding payment, select the payment type received (e.g. cash) and then save. Saving the
payment will move it to the received tab and release the pass for the client to use.
If you want clients to access their passes before taking their payment you can also manually activate their
passes. Plus for total convenience, clients who pay using our online payment processing will enjoy immediate access to their passes on
payment confirmation.
Using Bookamat for bookings and invoicing has been a life saver!
Clarissa S, Coco Pilates
Do more with Bookamat!
Can I upload my logo to invoices?
Absolutely! You can upload your logo and bank account details to your invoices so clients know exactly
where to deposit EFT payments.
How do EFT (bank transfer) payments work?
Simple! When clients make a new booking they will see an option to pay directly into your nominated bank
account. They are also instructed to email you a proof of payment before their bookings will be
released.
How will my clients know their bookings have been released?
Easy! When you record an outstanding payment as received (e.g. by EFT) we'll send your client an email
letting them know that they can access their credits!
Can I remove outstanding amounts?
Absolutely! When you need to remove an outstanding amount select the Options > Write off button. This
will remove the amount and any associated credits.
Can I record partial payments?
Absolutely! If a client has two separate passes you can record a payment against one or the
other.
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