Drafting an invoice

Read more about drafting an invoice, adding a tax number to an invoice and adding a logo to an invoice.

Updated over a week ago

Invoice settings

To draft your invoice go to the settings of your account > Sales > Invoices.


Show VAT amount on the invoice

Disable this setting if you do not want to show VAT on your invoices.

Show treatment date on the invoice

Enable this setting if you want to communicate a treatment date on your invoices. This is mandatory if you want to declare invoices to health insurance companies.

Support for thermal receipt printer

If you have a receipt printer, connect the printer to your device. The web browser in which you use Salonized will open the print screen to print the receipt.

Print date of next appointment

Add a footer to the receipt, such as your website, email address or telephone number.

Send payment link in digital receipt when order is outstanding

Enable this setting to show the date on the receipt.

Read more about linking a receipt printer to Salonized and the receipt printer's layout settings in this article.

Invoice content

1. Logo

This is where your logo will be placed automatically. You can upload your logo via > Settings > Company > Company.

2. Header

The invoice header is shown on the top right of the invoice and is useful for entering your company information and registration numbers.

3. Customer information

This is where the customer's details should appear. This information is automatically copied from the customer's file.

Personalize your invoice with the available variables. These are the codes you can use:

4. Extra image

If needed, you can add an extra logo to the invoice. For the health insurer, for example.

5. Fixed data

This is where you'll find the employee's name, the invoice date and invoice number.

6. Description

All of the booked items will appear in this section of the invoice.

7. VAT

The VAT value is calculated based on an item's VAT percentage. If you don't want to show VAT on the invoice you can disable this via > Permissions > Show VAT amount on the invoice.

8. Additional billing information for a customer

If a health insurance company needs certain billing information, such as a customer's date of birth or social security number, you can add this automatically to each invoice. Adjust these settings via > Customer Profile > Edit Customer > Additional Invoice Information.

9. Footer

Here you can add details such as your website, email address, phone number and Chamber of Commerce (kvk) number.

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