This article reviews how you create an invoice and accept payment for a client following a completed appointment on your Moxie Suite Account.
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Navigate to an appointment
1. Log in to your Moxie Suite account using this link.
2. On your Schedule page, click on the appointment you want to check out. 
3. Once on the Appointment Details page, ensure you update the services and products used using the steps below.
Adding a service product
4. For a service with variable prices (i.e., Neurotoxins), find Services & Products, and click the purple Add products text below the service name.
5. Once on the Add products page, check off the product you used, and the quantity. Here is where you can also enter lot details for inventory purposes by clicking on Add product details. Once that has been updated hit the purple Save text on the top right-hand side of your screen.
💡 Tip - Read more about adding lot details during checkout here
Adding a service
If you want to add a service to the appointment (i.e., someone came in for filler but also got neuromodulators) follow the steps below.
6. Under Services & Products, and click the purple Add a service button. 
7. Once on the Select Service page, check off all of the services you completed during the appointment, once that has been updated hit the purple Save text on the top right-hand side of your screen. 
Completing an appointment
8. After updating all your services, click the purple Go to checkout button at the bottom of your screen.
9. Once on the Summary page, review the Services & Products performed, and the Subtotal & Total amounts (based on those Services & Products).On this page, you'll also be able to manually add the following by clicking the appropriate purple + Add buttons :
- Membership discounts
- Services & service products
- Retail Products,
- Other,
- Packages,
- Discounts, and
- Fees
Editing an invoice line item
✏️ Note - This feature is currently in testing. Not part of testing, continue to this section.
10. If needed, you can make edits to the following line items on an invoice on an ad hoc basis:
- Service menu items,
- Service products,
- Retail products,
- Packages.
to do so, simply find the appropriate line item and click the ellipses > Edit price
11. Once you see the pop-up window, enter the new price in the designated field and click Save to apply the changes.
Accepting payment
12. After reviewing the Summary of services and adding any additional add-ons, e.g., retail products, click the purple Create an invoice at the bottom of your screen.
13. Now that your invoice has been created, click on the purple Go to payments button at the bottom of your screen to begin accepting payment. 
14. Once on the Payments screen, you will be able to have the client add a tip, and then select the payment method. Click on the preferred payment method of the client (i.e., Cash)
✏️ Note - The tip amount and the total amount are automatically updated based on the "Select Tip" section at the top of your screen
15. On the next screen, you will see a Total amount box with the sum pre-populated from the previous page. Click on the purple Finalize payment button at the bottom of your screen.
❗Important - To split a payment click into the Total amount box and enter the desired payment amount before clicking on the Finalize payment button.
16. For Partial payments you'll see the following screen with a The invoice has been partially paid message and will have the option to click on Go to payments button to continue the payment process.
17. On the Payments page you'll see a new line item indicating the amount already paid. Follow steps 14-15 until the balance is zero.
Ta-da! You've successfully created and completed your invoice! The next screen will show you the Invoice has been paid text and give you some options for what to do next. We HIGHLY recommend taking this opportunity to book a follow-up appointment with your client by clicking the Book follow-up appointment button on your screen.
Watch the video below on how to complete an appointment in Moxie Suite.