{"id":462,"date":"2025-11-06T13:26:29","date_gmt":"2025-11-06T05:26:29","guid":{"rendered":"https:\/\/fogo365.com\/?p=462"},"modified":"2026-01-02T14:11:08","modified_gmt":"2026-01-02T06:11:08","slug":"how-to-create-a-new-payment-or-invoice-in-fogo","status":"publish","type":"post","link":"https:\/\/fogo365.com\/index.php\/2025\/11\/06\/how-to-create-a-new-payment-or-invoice-in-fogo\/","title":{"rendered":"How to create a new payment or invoice in Fogo?"},"content":{"rendered":"\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color wp-elements-aec206a25a050ce78f925c7120df37cd\" style=\"font-size:15px\"><strong>The Payments section in the Fogo system allows you to manage transactions efficiently \u2014 from processing client payments and selling membership cards to tracking balances and generating invoices. It helps ensure a smooth payment experience for both your practice and your clients.<br><\/strong><\/p>\n\n\n\n<div style=\"height:32px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0b0d92749416b7ecc616992c37450cb6\" style=\"font-size:15px\">Step 1. Go to the <strong>Payments &gt; Payments New Page<\/strong>.<\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-49a697a8620d01544aabdb3570559dbf\" style=\"font-size:15px\">Step 2 Choose or add a client, select the services or products, and enter payment details such as amount, branch, and method.&nbsp;<\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"241\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-94-1024x241.png\" alt=\"\" class=\"wp-image-463\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-94-1024x241.png 1024w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-94-300x71.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-94-768x181.png 768w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-94.png 1350w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"323\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-95-1024x323.png\" alt=\"\" class=\"wp-image-464\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-95-1024x323.png 1024w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-95-300x95.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-95-768x242.png 768w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-95.png 1350w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:35px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-0416169942d3c9b4882ce674fb960ea5\" style=\"font-size:15px\">Step 3. Once completed, click \u201c<strong>Settlement<\/strong>\u201d to generate the invoice.<br>Step 4. Select clients preferred mode of payment then \u201cSave to Invoice\u201d.<\/p>\n\n\n\n<figure class=\"wp-block-image size-full\"><img loading=\"lazy\" decoding=\"async\" width=\"971\" height=\"281\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-96.png\" alt=\"\" class=\"wp-image-467\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-96.png 971w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-96-300x87.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-96-768x222.png 768w\" sizes=\"auto, (max-width: 971px) 100vw, 971px\" \/><\/figure>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-450c8af7eafff050213cfd8a26fe5cee\" style=\"font-size:15px\">Step 5. A pop up window will appear after saving payments to Invoice.&nbsp;<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"311\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-97-1024x311.png\" alt=\"\" class=\"wp-image-468\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-97-1024x311.png 1024w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-97-300x91.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-97-768x233.png 768w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-97.png 1326w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:26px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-1d8bf3a6b180293765d86a6caa2a09f4\" style=\"font-size:15px\">Step 6. \u201cCheck Records\u201d to pull up records for that day or for the week.&nbsp;<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"227\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-98-1024x227.png\" alt=\"\" class=\"wp-image-470\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-98-1024x227.png 1024w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-98-300x66.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-98-768x170.png 768w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-98.png 1350w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:27px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-6f5cdd3765393614605f9a2dabddc40f\" style=\"font-size:15px\">Step 7. \u201cCheck Invoice\u201d to generate a client&#8217;s bill\/invoice and an option to print or email is available at the bottom right part of the page.&nbsp;<br><\/p>\n\n\n\n<figure class=\"wp-block-image size-large\"><img loading=\"lazy\" decoding=\"async\" width=\"1024\" height=\"473\" src=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-99-1024x473.png\" alt=\"\" class=\"wp-image-471\" srcset=\"https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-99-1024x473.png 1024w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-99-300x139.png 300w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-99-768x355.png 768w, https:\/\/fogo365.com\/wp-content\/uploads\/2025\/11\/image-99.png 1350w\" sizes=\"auto, (max-width: 1024px) 100vw, 1024px\" \/><\/figure>\n\n\n\n<div style=\"height:23px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-ae814875757e0af391489b259f7f4196\" style=\"font-size:15px\">You can also watch the demo here\u00a0<a href=\"https:\/\/fogo365.com\/index.php\/2026\/01\/02\/demo-on-how-to-create-a-new-payment-or-invoice-in-fogo\/\"><strong><span style=\"text-decoration: underline;\">Demo on How to create a new payment or invoice in Fogo?<\/span><\/strong><\/a><\/p>\n\n\n\n<p class=\"has-black-color has-text-color has-link-color wp-elements-61e86a58bf09354602fdf196d2d28532\" style=\"font-size:15px\"><\/p>\n\n\n\n<hr class=\"wp-block-separator has-alpha-channel-opacity\"\/>\n\n\n\n<div style=\"height:33px\" aria-hidden=\"true\" class=\"wp-block-spacer\"><\/div>\n\n\n\n<p class=\"has-text-align-center has-black-color has-text-color has-link-color has-small-font-size wp-elements-782109b26a1cb48d764e3307469b28ab\"><em>Need a demo or want to learn more? Email us at&nbsp;<strong><a href=\"mailto:contact@fogo365.com\">contact@fogo365.com<\/a><\/strong>.<\/em><\/p>\n\n\n\n<p><\/p>\n","protected":false},"excerpt":{"rendered":"<p>The Payments section in the Fogo system allows you to m [&hellip;]<\/p>\n","protected":false},"author":4,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"footnotes":""},"categories":[50,67,26],"tags":[],"class_list":["post-462","post","type-post","status-publish","format-standard","hentry","category-client-management","category-payments","category--en"],"_links":{"self":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/462","targetHints":{"allow":["GET"]}}],"collection":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts"}],"about":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/types\/post"}],"author":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/users\/4"}],"replies":[{"embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/comments?post=462"}],"version-history":[{"count":3,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/462\/revisions"}],"predecessor-version":[{"id":1270,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/posts\/462\/revisions\/1270"}],"wp:attachment":[{"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/media?parent=462"}],"wp:term":[{"taxonomy":"category","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/categories?post=462"},{"taxonomy":"post_tag","embeddable":true,"href":"https:\/\/fogo365.com\/index.php\/wp-json\/wp\/v2\/tags?post=462"}],"curies":[{"name":"wp","href":"https:\/\/api.w.org\/{rel}","templated":true}]}}