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Billing Appointments

After you create an appointment, you can add it to an invoice to send to your client for billing from the appointment directly or while creating an invoice. 

iOS and Android

Billing an appointment from the appointments section:

  1. Tap More
  2. Tap Appointments and open the appointment that needs to be billed
  3. Tap Bill appointment 
  4. Add a rate, and choose whether to bill the appointment as a flat rate or hourly rate
  5. Tap Add to invoice
  6. A new invoice will be created with the client pre-assigned to the document, and the appointment included in the items section
  7. Tap Save and send the invoice when you are ready

Adding an appointment to an invoice when editing the document:

  1. Open the invoice you wish to add an appointment to
  2. Tap Add items
  3. Tap Choose multiple
  4. Tap Time
  5. Select the appointment to add to the invoice
    • If the client has already been added to the invoice, the client’s associated unbilled appointments will appear first
    • If no client is saved to the invoice, all unbilled appointments will appear chronologically
    • Multiple appointments can be added using bulk select, or added to the invoice one at a time by tapping the checkmark in the top right corner, choosing the appointments, and tapping Add
  6. Tap Save and send the invoice when you are ready

Web

Billing an appointment from the appointments section:

  1. Click on Clients
  2. Click on Appointments and open the appointment that needs to be billed
  3. Click on Bill appointment 
    • A new invoice will be created with the client pre-assigned to the document, and the appointment included in the items section
  4. Add a rate to the appointment
  5. Click on Update and send the invoice when you are ready

Adding an appointment to an invoice when editing the document:

  1. Open the invoice you wish to add an appointment to
  2. Click on Appointments under the Items section
  3. Select the appointment you wish to add to the invoice
    • If the client has already been added to the invoice, the client’s associated unbilled appointments will appear first
    • If no client is saved to the invoice, all unbilled appointments will appear chronologically
    • Multiple appointments can be added using bulk select, or added to the invoice one at a time
  4. Add a rate to the appointment
  5. Click on Update and send the invoice when you are ready

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