When is an invoice created

An invoice is created in the following scenarios:

  • Marking a session complete: When you mark a session complete after the appointment has taken place, an invoice will be automatically generated.
  • Booking an appointment for a paid-in-advance service: When you schedule an appointment for a service set to be paid in advance, an invoice is generated at the time of booking.
  • Creating a “New” invoice in billing: You can manually create an invoice not associated with a scheduled appointment by using the “New” button in the billing section.

These options ensure that your invoicing is handled promptly and efficiently for each client session.

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