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
- Go to the Payments tab and click the Invoices tab.
- Click + New to start a new invoice.
- To set global terms of service or notes for all invoices, click the gear icon next to the + New button.
Edit invoice details
- From info: click the text to edit your business details.
- Logo/image: click the image to open the media library and choose or upload a new one.
- Client & dates: add the client and set the Invoice number, Issue date, and Due date.
- Line items: click Add an item to add products from your Products tab; edit the price and quantity as needed.
Add taxes
- Click Tax Settings, then Add Tax.
- 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
- Click the Send button (top-right) once the invoice is ready.
- Choose to send by email and/or text.
- 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.