M
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