How do I link an invoice to an appointment?

[alexanl]

A client scheduled an appointment so I created an invoice from the Invoices tab. Their payment went thru, but the appointment on my calendar did not record it. When I manually recorded the payment, a new transaction was created. Now my transaction records are off. Is there a way to apply an invoice to an appointment(s) post-payment and/or link an invoice to an appointment pre-payment?

[JaneeFord]

Is it possible to send an invoice from an existing appointment before the appointment takes place? I have clients who are interested in making their payment ahead of their scheduled appointment (sometimes weeks ahead). Can I send the invoice and still have the payment attached to their appointment?

[ashc]

Hey @JaneeFord,

I moved your post to one of the existing threads for this question.

It looks like right now it's a feature request we're tracking but not something we're able to offer yet. 

[Evan_R]

We are just beginning to use the appointments feature integrated with google. Is it possible yet to link an invoice to an appointment/create an appointment from an invoice?

Ex: We provide twice monthly landscaping visits, after the recurring monthly invoice is paid, we would like to set the dates for service from that invoice as appointments on the calendar. 

[isabelle]

Hey @Evan_R-

Thanks for posting in the Seller Community.

I don't believe we have exactly what you're looking for, but please take a look at my best answer in this thread. If you use the Appointments app, there is a way to send an invoice, which may be a good alternative for you.

Let me know if you have any questions about this. 

[Evan_R]

Thank you for the reply. I am more looking to set up single or reoccurring monthly payments that are linked with appointments on the appointments calendar/sync to our Google calendar (if thats possible?). 

Ie: Our clients are invoiced and pay at the start of the month for services that occur twice a month. I wouldn't need to 'add services'/enter information again on the 'create appointment' screen... but would like their scheduled days to be on the calendar and linked to the invoice indicating that they have paid. 

[Kassi_]

Hey @Evan_R - Stepping in for @Isabelle_

Thank you for the feedback on combining invoices and appointments. Currently, this would be a Feature Request for our Product Team. I will go ahead and tag this, so they can get eyes on it.

I appreciate you adding your voice to the evolution of our platforms. 

[SMPhoto]

If someone calls me and I book their appointment for them online, is there any way to auto generate an invoice?

[jawtab]

+1 for this feature on the desktop.  

You can take a payment from an invoice but not create an invoice from an appt.?

but on the app

you can create an invoice from an appt.!  

why the disconnect?

[GoGoGuest]

Hi,

Do you want a customer to pre-pay for the appointment? 

[SMPhoto]

they have not paid at this point, just the appointment has been created, I'd like it to automatically send them an invoice to be paid.