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Turning a booking into an invoice

One-click handoff from Inbox to Invoices, with everything pre-filled.

How it works

  1. 1Open the booking thread in the Inbox.
  2. 2Click Create invoice.
  3. 3We jump you to /dashboard/invoices with name, email, item description, and amount pre-filled from the booking.
  4. 4Adjust anything you need — quantity, discount, payment toggle.
  5. 5Click Send. The customer gets the invoice email; the thread back in Inbox now links to that invoice for reference.

What gets pre-filled

  • Recipient name and email — from the booking submission.
  • Item description — the service the customer picked, or the first line of their message.
  • Amount — the total you and the customer agreed on (set on the booking row).
  • Booking reference — so the customer’s invoice email mentions which appointment it’s for.

Plan

Invoicing requires Premium. The Stripe in-line Pay-now button on the invoice additionally requires Stripe Connect — see the Stripe Connect topic.

still stuck?

Write us — a person will reply.

Goes to support@seenly.biz — same-day reply on weekdays. Include screenshots or your business name if it helps us find your account faster.