How to Create an Invoice in Punchey

Overview

Creating an invoice in Punchey is fast and flexible—whether you're checking out a walk-in client, finalizing a booking, or logging a sale from your CRM. This guide walks you through every step to ensure accurate billing, proper credit, and a seamless payment experience.

Creating an Invoice from the Register (Walk-In Workflow)

Perfect for front-desk staff or high-volume checkouts.

Steps:

1. Go to the “Checkout” Tab
   On the left navigation panel in your Punchey dashboard.

2. Open a Register
   If not already open, select a register. You’ll be redirected to the New Invoice page.

3. Enter Invoice Details

   • Select or create a customer. 

   • Add items or services from the dropdown menu. 

   • Specify quantity and pricing.

   • You can also apply taxes, discounts, or notes as needed.

4. Add an Invoice Note (Optional) 
   Use the Notes section to include internal instructions, terms, or client-facing reminders 
   (e.g., “All hardware sales are final.”) 
   These notes appear on the final invoice.
   
   

5. Choose Payment Option 
   Click "Accept Payment" to move to the payment screen.

6. Add a Transaction Description (Optional) 
   Before proceeding to payment, scroll to the description or note section and enter a brief explanation of the purchase. 
   This adds context for future reference and appears in your reporting.
   

7. Complete Payment

   • Use your integrated POS hardware or enter card details manually. 

   • Accept other methods like cash, check, or saved vault cards.

8. Send Receipt
   After the transaction, send the receipt via email or SMS—or print a paper copy.
   

Video Walkthrough

For a quick demo, watch our step-by-step tutorial: 

How to Create an Invoice for Walk-In Clients

Pro Tip: 

• Use the Vault: Saving card info streamlines future payments. 
• Double Check Customer Info: Accurate records help with reporting, refunds, and recurring charges. 
• Always Select Your Name: Don’t miss out on proper credit in sales tracking or commissions.

If you have any issues while creating invoices, feel free to reach out to Punchey Support or chat with us directly in-app.