{"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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\" 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 wp-block-paragraph\"><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 class=\"wp-block-paragraph\"><\/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}]}}