Invoices from Appointment
While on an appointment's detail page, you can click into the Invoices tab to create an invoice for that appointment or, if the appointment is already associated with an invoice, click through to view that invoice.
On this documentation page, we'll go through how to:
- Create an invoice from an appointment's detail page
- Navigate to an invoice from an appointment's detail page
You can also add an appointment to an existing invoice so long as it isn't already tied to an invoice. Documentation on how to do that is available here.
If you still have questions on how to create invoices for appointments after reading through this documentation, please contact our support team and we'd be happy to help.
To create an invoice from the appointment detail page, first navigate to the appointment detail page and click the Invoice tab at the bottom of the page:
Once in the Invoice tab click the Create Invoice button:
You will then be redirected to the invoice detail page, where an invoice will be created and you can make modification to this invoice:
If you require payment at the time your clients book an appointment, an invoice is automatically created and attached to the appointment in TimeTap. To navigate to the invoice created go to the appointment details page and click the Invoice tab:
While in the Invoice tab you can click the View button to see the invoice details:
You will be redirected to the invoice detail page, where an invoice will be created and you can make modification to this invoice:
While in the appointment detail screen, If you choose to delete the invoice, simply click the Delete button:
A new window will appear asking you to confirm your selection, click Confirm & Delete to permanently this invoice:
After the invoice you delete the invoice it will be removed from the Invoices tab, you can then choose to create a new invoice from the appointment detail screen.