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Appointments & Scheduling · How-to guide

Configure appointment invoice and tax settings

Follow this guide to choose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax. The guide then takes you through the correct route, the checks to complete before making changes, the workflow in order, and the evidence to review afterwards.

Audience: Staff who manage appointmentsFeature: Invoice and tax settingsModule v1.3.6
Jump to steps
Where to goAppointments > Settings > Invoice
Before you startThis guide follows the supplied Britixo Appointments & Scheduling module version 1.3.6. The relevant access is Administrator settings access. 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 you’ll accomplish

Choose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax. 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 option controlling invoice creation is evaluated for eligible external logged-in client bookings.

Tax mode supports none, custom or system tax selection according to module settings.

These options affect future invoice creation and do not retroactively rewrite existing invoices.

Follow these steps

  1. Go to Appointments invoice settings.
  2. Enable or disable the invoice option.
  3. Select no tax, custom tax or system tax mode.
  4. Configure the selected tax value or record.
  5. Save and create a paid-service test booking.

Fields and decisions to review

Invoice optionEnables eligible automatic invoice creation.
No taxCreates the supported line without appointment tax.
Custom taxUses the configured custom rate/value.
System taxUses a tax record configured in Britixo.

How to confirm it worked

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

  • Confirm tax treatment with the organisation's finance policy.
  • Do not change settings expecting existing invoices to recalculate.
  • Test rounding and currency in the actual CRM invoice.
  • 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:invoicetaxservicepaymentclient portalcheckreportcurrencyapprovalappointmentschedulingprovideravailabilityreminders
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