When you complete a visit, BeNotely can email your customer a numbered receipt for it: the services and any extras as they were actually sold, the total, how it was paid, and your business details. The PDF attached to the email is theirs to keep.
If you're registered for GST and your ABN is saved, the document is a tax invoice: it carries your ABN and breaks out the GST inside the total, which is what a customer who asks for a tax invoice is entitled to.
Setting it up
Open Settings, then Payments, and find the Close-out card. The receipts section holds your ABN, an optional trading name for the documents, and an optional footer line. The Email receipts automatically switch decides whether receipts send themselves when a visit is completed; either way, each visit's close-out has its own Send receipt toggle for the final say.
One rule worth knowing: if you're registered for GST but haven't saved your ABN, customers get plain receipts, because a tax invoice without an ABN isn't one. Add the ABN and every document from then on is a proper tax invoice.
Sending, and sending again
A receipt sends when the visit is completed with the toggle on. If it was off, the booking's details keep a Send receipt button for later. Resend is always there once a receipt has gone out, and it stays available even if you change plans: an issued receipt is your customer's record and your own.
Fixing a mistake
Everyone fat-fingers a price eventually. Open the completed booking and choose Edit sale: the same screen you closed out with opens again, you fix what's wrong, and if the receipt had already been sent, the corrected one emails itself, same number, marked as updated. Refunds work the same way: refunding a receipted payment updates the document automatically, and it arrives attached to the refund email.
Completed, no-showed or cancelled the wrong booking entirely? Every status has an undo on the booking's details. The visit goes back to where it was, mistaken sale records are kept as voided so your numbering stays honest, and an undone cancellation can re-send the customer their confirmation. One rule: a charged fee has to be refunded before the undo.
FAQs
Why are receipts numbered, and why do the numbers matter?
Each document gets the next number in your own sequence, which is what makes them usable as records: your bookkeeper can file them, and a customer can quote one. Corrections keep their original number rather than minting a new one.
Do no-show fees and kept deposits get receipts?
Yes. A charged missed-visit fee and a deposit kept under your cancellation policy are recorded as their own numbered sales, and their documents travel with the emails your customer already receives about them.
What if my customer has no email address?
The receipt can't send, but the sale is still recorded and the document exists. Add an email to the customer and the Send receipt button does the rest.
Am I required to give receipts?
In Australia you must offer a customer proof of purchase for anything over $75, and provide a tax invoice within 28 days if they ask for one on purchases over $82.50 when you're registered for GST. With receipts switched on, both happen without you thinking about it.