Understand appointment invoice eligibility
Identify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment. 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.
What you’ll accomplish
Identify why an invoice button or automatic invoice is available, hidden or skipped for a particular appointment. It uses Britixo's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How the module flow works
Manual conversion depends on staff invoice Create permission and a supported customer/contact appointment.
Automatic creation adds stricter conditions: enabled option, external source, authenticated client contact, paid service and no existing invoice.
Lead-related, staff-only, guest-only, zero-priced or already invoiced records do not satisfy the same automatic flow.
Follow these steps
- Go to the appointment and identify its source and relationship.
- Verify service price.
- Check for an existing invoice ID.
- Check staff invoice permission or authenticated client context.
- Compare every condition with the intended manual or automatic flow.
Fields and decisions to review
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
- Do not enable unrelated permissions to force eligibility.
- Do not remove an invoice link merely to create another invoice.
- Use manual finance correction for exceptional cases.
- 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.