Making and sending an invoice

Go to Sales → Invoices → New Invoice, or use New invoice on a booking, which links it to that Booking ID for you.

Pick the customer, then the Booking ID it belongs to, or No Booking ID — standalone invoice. Add items, and link each line to one activity on the visit or to Whole visit. Press Create Invoice. It starts as a draft, numbered for you.

Sending: Open the invoice and use Send to email it, Link to copy the payment link, or PDF and Print. Sending a draft marks it sent. To attach a PDF to the email, turn on Attach a PDF to invoices and receipts in Settings → Notifications.

Paid some other way? Press Mark Paid. It records the payment with the method "other", so if you want the method on record, record the payment on the booking instead.

Tax comes from Settings → Taxes → Tax rate (%) and Prices include tax. An invoice keeps the tax it was made with.