Invoices and Bookkeeping

JustBook gives customers an invoice for their appointment and gives you a Bookkeeping page to see everything that was collected. Invoices are part of the Growth plan and above; the Bookkeeping page reads whatever money has been recorded, whether that’s card, cash, loyalty, or package.

Invoices

An invoice is generated per appointment once it’s paid or completed. Each invoice carries a sequential number, the line items, tax, and totals — a frozen snapshot of what the customer paid. The PDF is fully branded: your logo, your colors, and your brand font. Below the total, the summary lists the payments received — for example Deposit paid (card) and Balance paid (in person), including any tip — followed by the Balance due. On a settled appointment the payments add up to the total and the balance due reads 0.00; if a deposit was paid but the rest is still owed, the invoice shows exactly what remains.

Set up how invoices look and send

Open Settings → Invoice Config:

Invoice Prefix — the text at the front of every invoice number, such as INV.
Show deposit as separate line item — show the deposit and the balance payment as separate lines in the invoice summary. When off, everything the customer paid appears as a single Amount paid line. This applies only when you require a deposit.
Footer Text — custom text shown at the bottom of every invoice, such as a thank-you note.

Invoices are never sent automatically — an invoice is generated when the appointment is paid or completed, and you choose if and when to send it. Tax on invoices comes from your tax settings, not this page — see set up tax.

Send or reprint an invoice

On an appointment that has an invoice, the Invoice card shows its number, date, status, and — once sent — which channels it went out on. An invoice you haven’t sent yet shows a Not sent status. From there you can:

Send Invoice / Resend — send the invoice to the customer. You pick the channels: email attaches the branded PDF; SMS and WhatsApp send a short message with a secure link the customer can tap to view and download the PDF — no login needed. Only the channels your plan and connected messaging allow are selectable, and a channel is greyed out if the customer has no email or phone on file for it.
Regenerate Invoice — rebuild the invoice, for example after correcting details, and optionally send it at the same time.

Once an invoice has gone out, the card shows Sent via Email, SMS (whichever channels you used). Customers can also open their own invoice as a PDF from their appointment’s page using View Invoice.

When you send a customer a payment link for their remaining balance, you can also choose the channels to deliver the invoice on the moment they pay — so you don’t have to come back and send it yourself once the payment lands.

Bookkeeping

The Bookkeeping page (in the main navigation) is your cash-basis view of money collected. It reads the amounts that were actually recorded on each transaction, so it reflects what customers truly paid — it never re-estimates figures from your pricing.

Filter the view

Choose a Period (This month, Last month, Last 30 / 90 days, This year, or a custom date range), a Branch, and a payment Method (card, cash, loyalty, or package). Package sales are business-wide, so they aren’t shown when you filter to a single branch.

Read the summary

The cards at the top total the period:

Gross sales — everything collected (including tax when tax is in use).
Net sales and [Tax] collected — shown when you collect tax, split out for filing. The tax label matches what you set (VAT, GST, or Tax).
Tips — passed through to stylists, outside of tax.
Refunds issued — money returned to customers.
Package sales and Loyalty redeemed — shown when those features are on. Loyalty is counted as a tender, not a discount.
Total collected — the bottom line for the period.

Below the cards, a tax summary breaks tax down by rate, and a By payment method table shows counts and totals per method.

Reconcile Stripe payouts

If online payments are connected, the Bank payouts (Stripe) section reconciles the money Stripe moved to your bank: gross processed, Stripe fees, and net paid out, with a list of individual payouts and their arrival dates.

The transactions ledger and export

The Transactions table lists every payment in the period — date, customer, item, method, gross, net, tax, tip, and any amount refunded. Use Export to Excel to download the same data for your accountant or your own records.

For CSV downloads of the transactions ledger, your invoice register, the loyalty ledger, and package sales — with an optional date range and branch filter — see the Settings → Data Export tab (Export your data).

Set up tax — controls the tax shown on invoices and in Bookkeeping.
Refunds and the refund ladder — refunds appear in the ledger and reduce your totals.
Connect Stripe to take payments — required for online card payments and Stripe payout reconciliation.