Understanding Internal Invoices
Once you open the invoice, you’ll be taken to the internal invoice view.
This screen is for internal use only—your customer cannot see this version. You’ll manage edits and payments here.
Making Changes to an Invoice
Click “Change”:
This opens the editable fields for the invoice amount.Adjust the Amount:
You can increase or decrease the total for any reason, such as:
Adding a credit card processing fee
Applying a discount
Adjusting for extra services performed (like cleaning the microwave)
Example:
If the amount due is $474.72 and you want to add a $3 processing fee, you can change it to $477.72.
Save Your Changes:
Click “Change” again to confirm. The invoice will now display the updated amount.
Note: The note is not visible to the customer unless you choose to communicate it separately.
Charging the Customer
Click “Add Payment.”
You’ll see the customer’s saved card information if a card is already on file.Select “Charge Card.”
You can:Add a tip (optional)
Include notes for your records
Press “Charge.”
The card will be processed, and the invoice will automatically move off the unpaid list once payment is complete.
Best Practices
Always confirm with the customer before making changes to an invoice amount.
Use notes in the payment screen to record why adjustments were made (e.g., “Added $3 processing fee”).
Double-check totals before charging to avoid disputes or refunds.
Summary
You can edit invoices in Allison anytime—whether to adjust totals, add fees, or apply discounts. Simply open the invoice, make the change, and process the payment. The entire process is streamlined within the internal invoice view. If you have questions or run into issues, reach out to our support team for assistance.