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Treatwell invoices: where to find them and how to read them
Treatwell invoices: where to find them and how to read them
Ilaria Montrone avatar
Written by Ilaria Montrone
Updated over a week ago

The Treatwell Pro billing page makes managing your salon's financial transactions easier and more efficient. With this feature, you can have outstanding payments, income, and charges under control at all times. The billing page also allows you to download your Treatwell invoices to get a detailed view of your accounting.

Where to find Treatwell invoices

Treatwell invoices can be downloaded and consulted within the 'Billing' area of ​​the management system. By accessing this section, you will immediately see an overview of the status of credit and debit payments. The data is immediately displayed to provide you with all the primary information you need at a glance.

To enter this area, click 'Profile' in the Treatwell Pro side menu and then on the 'Billing' tab.

Billing Summary

At the top of the page, you will find the fiscal details of your salon. Right below are two sections - the first shows the update on your financial status, and the second shows the history of your invoices received from Treatwell.

Updated Financial Status

In this section, you have an overview of your current financial status, which is colour-coded. Here are the two possible cases:

  • Payment status (in green): Your finances are balanced, and no outstanding charges exist. If you have recently received an invoice, you may receive credit from Treatwell within the next few days. Consult the last invoice to verify these amounts.

  • Debt (in red): In this case, the amount refers to the debt owed to Treatwell. The amount is calculated by considering any outstanding debts (including previous invoices). To balance the payment status, you can pay the amount by clicking on the "Pay Now" button on the right.

Payment management:

The new billing page allows you to view and pay your invoice directly. Simply click on the 'Pay Now' button to be redirected to the payment page. Once inside this section, select your payment method and follow the instructions to complete the payment successfully.

How to read your Treatwell invoice

Treatwell's billing page gives you better visibility of your outstanding payments, income, and accounting.

The invoice consists of three main sections;

  • Financial summary

  • Invoice statement

  • Order details (commissionable and non-commissionable).

Financial Summary

The first page of your invoice shows a summary of your essential financial and tax information. At the top of the page, you will find details of your salon and of the invoice itself, including the invoice number and the issued date. The main accounting items that make up the financial summary are as follows:

  • Invoice period: The days to which the invoice refers;

  • Orders paid online: The number and total value of appointments booked and prepaid through the marketplace;

  • Orders paid at venue: The number and total value of appointments booked through the marketplace and paid for at the venue;

  • Minus Treatwell fees(include VAT): Total costs for online booking fees and other service-related charges, such as the cost of the Treatwell Pro subscription and any additional services;

  • Total you've earned with Treatwell: Total net revenue from the bookings received from the marketplace, minus Treatwell fees;

  • Your Treatwell balance for this period: The credit or debit balance owed for the period of the invoice (net of the marketplace bookings paid at venue).

The last part of the 'Financial Summary' section consists of the account summary, which considers the current invoice position (the Treatwell Balance seen above) and all the financial movement related to previous summaries.

  • Balance from the previous statement: Shows the Treatwell Balance of the prior invoice;

  • Payment made to you: All payments from Treatwell to the partner and vice versa;

  • Start of period account balance: Opening balance of the period taken into account by the current invoice;

  • Current invoice total: Amount you owe or the amount we owe you (debits and credits);

  • Your total Treatwell balance: This shows the updated financial situation, considering the current invoice balance and all previous balances.

NB: The balance reported in this section is a summary of the current invoice and all of the previous ones. Therefore, the old balances of previous invoices are no longer valid for understanding the current financial situation. However, you should always keep your previous invoices for reference purposes.

Invoice Statement

On the second page, you will find the Invoice statement, which contains the financial details of orders from the Treatwell marketplace and any other fees, refunds and goodwill, such as the subscription fee for your booking system.

Orders are divided into two main categories: those received from the Treatwell marketplace and those received via the widget. Each section provides further details on your Treatwell orders.

At the end of the page is a third category: “Other Fees”, which contains any other fees, refunds, and goodwill that Treatwell has billed you.

Orders received from Treatwell (Marketplace)

  1. New customer orders paid online: Summary of all orders received from new customers and which have been prepaid online;

  2. New customer orders paid at venue: Summary of all orders received from new customers and which have been paid for in the salon;

  3. Repeat customer orders paid online: A summary of all orders received from repeat customers and which have been prepaid online;

  4. Repeat customer orders paid at venue: Summary of all orders received from recurring customers and paid for in the salon.

For each sub-category of these orders, you will be able to analyse additional data, including:

  • Qty

  • Paid online

  • Paid at venue

  • Total

  • Rate

  • Fees (excl. VAT)

  • VAT

  • Fees (incl. VAT)

Widget Orders

  1. Widget customer orders paid online: A summary of all orders received from widget customers and which have been prepaid online;

  2. Widget customer orders paid at venue: Summary of all orders received from widget customers and which have been paid for at the venue.

In this case, you will also have a more detailed picture of the various subcategories - the same as those listed under "Orders received from Treatwell (Marketplace)".

Other fees

The last category of the 'Invoice Statement' section of the invoice is dedicated to 'Other Fees'. This is a summary of all the fees not associated with the orders, such as those relating to using the management system or purchasing additional services.

At the bottom of the page are the total costs of the commissions and fees applied.

Order details

The last section of the invoice shows the details of all Treatwell orders. It refers to the same data that is contained in the 'Invoice Statement' section, but in this case, they are analysed in an even more in-depth and granular way for every single order.

The section is divided into two main areas:

  • Commissionable orders: orders on which a commission has been charged (subdivided into ‘New customer orders’, ‘Repeat customer orders’, and ‘Wiget orders’).

  • Non-commissionable orders: orders on which no commission has been charged (subdivided into 'Treatwell orders' and 'Widget orders').

How do we calculate what we owe you (credits)?

The credit amounts mainly consist of prepayments for appointments that customers book online (through the Treatwell marketplace). Prepayments are recognised by Treatwell the day after the appointment at the salon is carried out.

If there are overdue and unpaid invoices, the credit is held by Treatwell and used to pay the outstanding balance. Once the invoices have been paid, any leftover credit will be duly paid to the current account.

How do I get paid for online prepaid appointments?

The amount we owe you from online prepaid appointments and any other credits are automatically credited to your current account using the IBAN or bank information you provided. The timing of the payments of the credit amounts varies according to the period in which they are accrued:

  • Credits accrued between the 1st and 15th of the month will be credited after the invoice is issued, which takes place around the 16th of the month;

  • Credits accrued between the 16th and the last day of the month will be credited after the invoice is issued on the first day of the following month.

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