Creating and Sending Invoices

Updated 2 min read

Invoicing lets you bill clients and get paid for your work directly inside ResQEngage — for example, deposits for group class bookings, billing for corporate training, or one-off charges. Invoices are built from the products you have created in your account.

Before you start: connecting a payment provider lets customers pay invoices online and records payments automatically. You can also invoice without a connected processor, but you will then need to record payments manually.

Create a new invoice

  1. Go to the Payments tab and click the Invoices tab.
  2. Click + New to start a new invoice.
  3. To set global terms of service or notes for all invoices, click the gear icon next to the + New button.

Edit invoice details

  1. From info: click the text to edit your business details.
  2. Logo/image: click the image to open the media library and choose or upload a new one.
  3. Client & dates: add the client and set the Invoice number, Issue date, and Due date.
  4. Line items: click Add an item to add products from your Products tab; edit the price and quantity as needed.

Add taxes

  1. Click Tax Settings, then Add Tax.
  2. Enter the tax name, the rate as a percentage, and a description or tax ID number.

Add a discount

Click the Add discount icon and enter the discount amount or percentage.

Send the invoice

  1. Click the Send button (top-right) once the invoice is ready.
  2. Choose to send by email and/or text.
  3. Use the Advanced option to switch between Live and Test mode (use Test for non-production checks).

Check invoice status

Go to the Invoices tab to see all invoices and their statuses; filter by status and date range. Invoices also appear under Payments → Transactions, where you can review successful or failed transactions and open the related invoice.

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