How to Raise an Invoice for a Third Party

This article covers how we can raise an invoice to a third party company.

Step 1: Navigate to Objects

Start by logging in to your Pabau account using your login credentials. Then, navigate to the setup page by clicking on the Setup tab in the left sidebar menu. Under the Developer & Other section, click on "Objects" to expand the tab. This will reveal the "Third Parties" sub-tab.

Step 2: Create and Assign Third Parties

If you don't have a third party created, start by creating a third party. Refer to this article to view step-by-step instructions on creating a third party and linking them with clients. 

Navigate to the client card to verify if the third party has been linked before raising the invoice. For instructions on how to add a relationship to a client card, review this article.

Step 3: Access the Point of Sale

Navigate to the "Create" button at the top of the page next to the search bar and proceed to click "Sale." For more details on how to perform a sale, refer to this article.

Search for your client on the search bar at the top right side of the page. Write the first three letters of the client's name so it appears.

After selecting the client, a list of options will appear under the client's name, including who you want to charge the service/product to. In this step, you can modify the responsible party for paying the invoices. Clicking on the "Charge" option will display a list of third parties linked to the client, allowing you to select the appropriate party.

After selecting the service and who you will charge the service to, click the "Continue" button at the bottom right side of the page to continue to the payment page.

On the payment page, select the respective payment method and add the amount the third party paid or save the invoice as unpaid if they have yet to pay. Once you click the "Save as Unpaid" or the "Confirm Payment" button, you will be directed to the checkout page, where you can view the invoice details, email it, print it, add credit notes, and many other options. 

The invoice will state that it is billed to the third-party company name. 

The invoice will be visible on the client card under the "Invoices" tab in the "Financials" section. Click on the invoice number to view its details.

Upon opening the invoice, click the "Details" tab at the top left corner of the page. This tab displays key information regarding the invoice, including to whom the invoice is issued.

By following these steps, you can raise an invoice for a third party.