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.

Set up how invoices look and send

Open Settings → Invoice Config:

Auto-send invoices after appointments — email the invoice to the customer automatically when the appointment is completed.
Invoice Prefix — the text at the front of every invoice number, such as INV.
Show deposit as separate line item — break the deposit out on the invoice instead of netting it from the total. 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.

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 — when it went out. From there you can:

Resend Email — send the invoice email to the customer again.
Regenerate Invoice — rebuild the invoice, for example after correcting details.

Customers can open their own invoice as a PDF from their appointment’s page using View Invoice.

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.

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.