Create invoices directly inside Services V2 appointments | Voters

Create invoices directly inside Services V2 appointments

Michiel de AutomateDoctor

In Services V2, it should be possible to create an invoice directly from a service appointment.

Core request:

Create an invoice directly inside a Services V2 appointment
Auto-fill client data from the contact record
Link the invoice to the appointment (single source of truth)
Ability to send the invoice to the client if needed

Why this matters:

Appointments are already the operational unit
Invoicing should not be a separate workflow
Reduces manual work and external software
Improves traceability between service, client, and invoice

January 15, 2026

Jason Allee

This absolutely. We absolutely need the ability to adjust our checkout pricing in v2 appointment for checkout. Right now, we can only use the "payments" tab which does not allow price adjust. We need invoice tab so we can adjust and make the invoice on the spot at check out. Example: dog groomer. Client books service appt online. But at checkout, groomer wants to adjust price to custom, without discounts codes or that method.