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# How to issue an invoice from an appointment (desktop)

This article explains how to issue an invoice from an existing individual or group appointment in the Zoyya partner web app on a desktop computer. Zoyya prepares a new invoice using the appointment data and links the issued invoice to the appointment.

## When to use this option

Use this option when you want to:

* charge for services recorded on an appointment
* transfer the client, services, and applied benefits to an invoice
* keep the appointment linked to its issued invoice
* deduct a paid prepayment from the final amount

## Before you start

* The appointment must be saved. The **Izdaj račun** button is not shown on a draft appointment.
* Your user account must have permission to issue invoices.
* The selected POS device must have an active cash register for today's date.
* Before issuing the invoice, check the client, services, quantities, prices, and discounts. For an individual appointment, Zoyya saves the current changes when preparing the invoice. Save changes to a group appointment before opening a client's details.

## Steps

### Issue an invoice from an individual appointment

1. Open **Calendar** from the sidebar.
2. Find the appointment you want to charge.
3. Click the appointment to open its details.
4. Check the client, services, quantities, prices, discounts, and applied benefits.
5. Click **Izdaj račun** in the lower-left corner of the window.
6. If Zoyya redirects you to **Cash register - journal**, open the cash register for today's date, return to **Calendar**, reopen the appointment, and click **Izdaj račun** again.

When you click **Izdaj račun**, Zoyya first saves the current appointment data and then opens **New receipt**.

### Issue an invoice for a client in a group appointment

1. Open **Calendar** from the sidebar.
2. Open the group appointment.
3. If you changed the group appointment, click **Save** before continuing.
4. In the **Klijenti** section, click the client whose invoice you want to issue.
5. Click **Izdaj račun** at the bottom of the client's details.
6. If Zoyya redirects you to **Cash register - journal**, open the cash register for today's date, return to the group appointment, select the client again, and click **Izdaj račun**.

Zoyya prepares the invoice only for the selected client. Repeat these steps from each client's details when you need separate invoices for several clients in the group appointment.

### Check the transferred data

In **New receipt**, Zoyya transfers:

* the client, when a client is selected on the appointment
* all services, quantities, prices, and discounts from an individual appointment
* the selected service, quantity, price, and discount from a group appointment
* a paid prepayment as a separate negative item that reduces the remaining amount

For an individual appointment, Zoyya also transfers a membership-card or discount-card reduction applied to a service. A redeemed gift card is transferred as a separate negative item.

1. Check the transferred items and the total amount.
2. Select an **Operator**.
3. Select a **Payment method**.
4. Enable **Pošalji račun na email**, **Ispiši račun**, or **Račun za firmu (R1)** when needed, and enter the required details.
5. Click **Charge**.
6. Wait for the **Invoice successfully issued** confirmation.

### After issuing the invoice

After the invoice is issued, Zoyya opens its details, links it to the appointment, and updates the appointment's payment data.

Use **View Appointment** in the invoice details to return to the linked appointment.

## Important

|| Some invoice actions are currently displayed in Croatian when the Zoyya partner web app is set to English. This article uses **Izdaj račun**, **Ponovi izdavanje računa**, **Pošalji račun na email**, **Ispiši račun**, and **Račun za firmu (R1)** exactly as they appear in the interface.

|| When the appointment has a paid status, the button is named **Ponovi izdavanje računa**. It prepares another new invoice from the appointment data; it does not open the previously issued invoice.

| Check the existing invoice before charging again to avoid charging the same appointment twice.

|| Changes made after **New receipt** opens apply to the invoice. They do not change the services, prices, or discounts saved on the appointment.

## Frequently asked questions

#### Why is the Izdaj račun button not displayed?

The button is displayed on a saved appointment when the user account has permission to issue invoices and cash register functionality is enabled for the location. If these conditions are met and the button is still missing, contact your location administrator or Zoyya Support.

#### Why did Izdaj račun open the cash register?

The selected POS device does not have an active cash register for today's date. Open the cash register, return to the appointment, and click **Izdaj račun** again.

#### How is a paid prepayment shown on the invoice?

The paid prepayment is transferred as a negative item. It reduces the invoice total by the amount already paid, leaving only the remaining balance to charge.

#### Can I issue a separate invoice for each client in a group appointment?

Yes. Open the group appointment, select one client in **Klijenti**, and issue that client's invoice. Repeat the process for each additional client.

## Related articles

* [Opening the cash register (desktop)](https://help.zoyya.com/en/article/opening-the-cash-register-desktop-119u7yl/)
* [Creating a new invoice in the cash register (desktop)](https://help.zoyya.com/en/article/creating-a-new-invoice-in-the-cash-register-desktop-1j44ga0/)
* [Viewing issued invoices (desktop)](https://help.zoyya.com/en/article/viewing-issued-invoices-desktop-y9c5zv/)
* [How to edit or cancel an appointment (desktop)](https://help.zoyya.com/en/article/how-to-edit-or-cancel-an-appointment-desktop-kxcdf4/)