Create New Invoice from Appointment

To create a new invoice, there are 2 way. You can create an invoice from scratch or you can create one from within an appointment. Here we will show you how to create one from an appointment.

To create a new invoice from within an appointment, please follow these steps:

1. Select the appointment from the calendar that you would like to create an invoice for.

2. While on the edit appointment screen, you will see the "Actions" button at the top. Click on the "Actions" button and select Create Invoice for Appointment (see image below). Please note, if you made changes to the appointment, save the changes first, before creating an invoice, as you will lose the changes if not saved.

3. When the New Invoice screen opens, you will notice that the Company Name, First Name, Last Name and custom fields are auto-populated with the information that was already listed on the appointment (if it wasn't on the appointment screen, it will not show here). You will also notice the service(s) the appointment was scheduled for is now listed in the item area. All you need to do is adjust the customer info, Due Date and quantity, if needed and add a price.

That's it! You just created your invoice. To learn how to create an invoice without an appointment, please see this article.