Raise Orders and Invoices from Bookings

A booking is often the start of a sale. From any appointment, consultation or site visit, you can raise an order or invoice for the customer, with the details of the booking already filled in, and everything stays linked together.

Before you start

Orders and invoices are part of Sales, so the Sales module needs to be switched on.

Link the customer

Orders and invoices always belong to a customer. Open the booking and look at its orders and invoices panel. If the person who booked is not a customer yet, select Add as customer; they need an email address on the booking.

Raise an order or invoice

1. Choose what to raise

   Select Create order or Create invoice.

2. Check the details

   The line is filled in from the booking: the service, the date and the address for a visit, with the price and tax. Add anything else, such as parts used on a call out.

3. Save and send

   Save it. An invoice can then be sent to the customer with its payment link. See create and send an invoice.

Already raised one separately? Use Link existing to attach it to the booking, or Unlink to remove it. Orders and invoices show which booking they came from.

Visit customers at their address

If you go to your customers, switch on Visits to the customer on your booking page. The form asks for their address, no video call is created, and each booking goes in your calendar as a site visit at that address, ready to invoice afterwards.

When plans change

The person who booked can cancel from the link in their confirmation, with an optional reason, and you are told. If your page allows it, they can also move their booking to another free time.