While on an Appointment Detail page, you can create an invoice for that appointment under the Invoice tab or view an invoice if one has already been created.
In this help doc we'll cover -
- Creating an Invoice from the Appointment Detail Page
- Viewing an Invoice from the Appointment Detail Page
You can also add an appointment to an existing invoice so long as it isn't already tied to an invoice.
Once there you'll need to click on the green Create Invoice button.
You'll get taken to the Invoice Detail page, where an invoice will get created with the appointment automatically added as a line item. You can then make additional modifications if you'd like -
Once there you'll need to click on the View button to see the invoice details.
You will get taken to the Invoice Detail page, where you can make modifications to this invoice -
While on the Appointment Detail page, If you want to delete the invoice simply click on the red Delete button -
This will pull up a window asking you to confirm the deletion, and you can click on the red Confirm & Delete button to permanently this invoice -
After you delete the invoice it will get removed from the Invoice tab, and you can then choose to create a new invoice at any time.