I have just started experimenting with Appointments, mainly because I believed I could automatically send invoices from the appoinment. I'm disappointed now to see that this isn't a function and apparently never was. Please pass along to your designers or whoever, that this would be a helpful function. It would also be helpful to be able to invoice per client per month, instead of per service. (ie., one invoice the first of the month for a recurring weekly service.)
I'm sorry for the disappointment @mytrombone, it's not possible to send an Invoice from the Appointments section of your online Dashboard. I'll certainly share your request for this with the Invoices Team, I can see how this would help to be able to send monthly invoices!
I just wanted to mention here that if you're using the latest version of the Appointments app (iOS only at this time) you can send an invoice from an appointment:
- From the Calendar section of the app select an Appointment you'd like to checkout.
- Tap Review and Check Out (you can add additional services at this point).
- Tap Charge > select Invoice.
- Review the invoice details > tap Send.
Your customer will receive the Invoice by email and can pay online.