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Appointments & Scheduling · How-to guide

Understand provider notification after appointment invoice payment

Notify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available.

Audience: Staff who manage appointmentsFeature: Provider payment notificationModule v1.3.6
Feature pathInvoice payment event / Appointment detail
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

Notify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How the module flow works

The module listens for the CRM invoice-payment event.

It identifies whether the paid invoice is linked to an appointment and whether that appointment has a provider.

When eligible, it creates or sends the configured provider notification without changing appointment status.

Step-by-step workflow

  1. Pay or record payment on the linked invoice through the normal CRM flow.
  2. Confirm the invoice is linked to the appointment.
  3. Confirm a provider is assigned.
  4. Review provider notifications.
  5. Keep appointment completion separate.

Important fields and decisions

Paid invoiceCRM financial event that starts the hook.
Appointment linkInvoice ID relationship used to find the appointment.
ProviderStaff recipient associated with the appointment.
NotificationProvider-facing payment information.

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

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:paymentinvoiceprovidernotificationsappointmentcheckreporttaxapprovalschedulingserviceavailabilityremindersfeedback
View the invoice linked to an appointment →Choose a service and provider →Understand status notifications and appointment activity →Mark an appointment Completed →Appointment invoicing overview →Configure appointment invoice and tax settings →Convert an appointment to an invoice →Automatically create an invoice for an eligible booking →