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Appointments & Scheduling · How-to guide

Automatically create an invoice for an eligible booking

Generate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.

Audience: Staff who manage appointmentsFeature: Automatic invoice creationModule v1.3.6
Feature pathAppointments > Settings > Invoice / Client booking
Before you beginThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What this feature does

Generate a CRM invoice after a qualifying paid-service booking by an authenticated client contact. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

Automatic invoice logic applies only when the module invoice option is enabled.

The booking must be external, created by a logged-in contact, linked to a paid service and have no existing invoice.

The configured tax mode is applied and the new invoice identifier is stored on the appointment.

Step-by-step workflow

  1. Enable and configure appointment invoicing.
  2. Set a positive price on the active service.
  3. Sign in as an authorised customer contact.
  4. Book the eligible service.
  5. Open the appointment and verify its linked invoice.

Important fields and decisions

Authenticated clientLogged-in contact supplying customer billing context.
External bookingClient-facing source required by the automatic flow.
Paid serviceService price greater than the free/zero case.
No existing invoiceDuplicate-prevention condition.

What happens after completion

After this workflow completes, Britixo keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Britixo database save.

  • Open the saved appointment and confirm the final status and source.
  • Check the participant, provider, timing and timezone from the full detail page.
  • Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.

Controls, checks and common mistakes

  • Guest booking alone does not meet the authenticated-contact condition.
  • A free service should not generate a paid invoice.
  • Verify tax and invoice status before customer communication.
  • Use the least destructive correction and retain the appointment history when the booking existed operationally.
  • Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.
Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.
Browse connected topics:invoiceclient portalservicecustomerstaxpaymentcheckreportapprovalappointmentschedulingprovideravailabilitybooking form
Book an appointment from the client portal →Understand appointment invoice eligibility →Configure appointment invoice and tax settings →View the invoice linked to an appointment →Appointment invoicing overview →Convert an appointment to an invoice →Understand provider notification after appointment invoice payment →Appointments & Scheduling module overview →