An Itemised Bill for the Appointment
An appointment includes a booked styling service, an agreed treatment and a retail product. Keeping services and product sales separate makes the bill understandable and allows an explicitly linked retail item to update operational stock.
Why Choose Experi?
Start with the appointment
Select the hair-and-beauty template and replace the sample service with the booked treatment or styling package. Enter your own price and remove any extra that is already included in that service.
Separate retail products
Save repeat appointments as services and customer-purchased products as stock items in Inventory. A service does not automatically consume salon supplies; select a retail stock item explicitly when a product is sold.
Review at checkout
Check approved extras and any earlier payment before handing over the invoice. Print or email a customer copy and record the payment once received, keeping the saved template free of private appointment notes.
From job to customer invoice
An invoice workflow for hair and beauty professionals
An appointment includes a booked styling service, an agreed treatment and a retail product. Keeping services and product sales separate makes the bill understandable and allows an explicitly linked retail item to update operational stock.
Start with the appointment
Select the hair-and-beauty template and replace the sample service with the booked treatment or styling package. Enter your own price and remove any extra that is already included in that service.
Separate retail products
Save repeat appointments as services and customer-purchased products as stock items in Inventory. A service does not automatically consume salon supplies; select a retail stock item explicitly when a product is sold.
Review at checkout
Check approved extras and any earlier payment before handing over the invoice. Print or email a customer copy and record the payment once received, keeping the saved template free of private appointment notes.
Preselected, never automatically applied. Enter your own prices and review the client, dates and tax settings.
Before you invoice: This is not an appointment diary, patch-test record or clinical treatment system. Keep sensitive consultation information out of invoices; services do not automatically consume treatment products.
The tools behind this workflow
Explore the tools behind this workflow. Templates and inventory are free capabilities; document allowances apply. Time tracking, recurring invoices and automated chasing require Pro.
Perfect For
Key Features
Frequently Asked Questions
Does the service line reduce the products used during treatment?
No. Services are reusable billing lines, not product recipes. Only explicitly linked stock items sold on an issued invoice affect stock; record other operational adjustments separately with a reason.
Which features are available on Free?
Curated and saved templates, operational inventory and invoice printing are available on Free and Pro. Free has document allowances; check Pricing for current limits. Time tracking, recurring invoicing and automated chasing require Pro.
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