Understand provider notification after appointment invoice payment
Notify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available. 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
Notify the assigned provider after the linked appointment invoice is paid when the module's payment hook and required relationships are available. 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 listens for the CRM invoice-payment event.
It identifies whether the paid invoice is linked to an appointment and whether that appointment has a provider.
When eligible, it creates or sends the configured provider notification without changing appointment status.
Follow these steps
- Pay or record payment on the linked invoice through the normal CRM flow.
- Verify the invoice is linked to the appointment.
- Verify a provider is assigned.
- Check provider notifications.
- Keep appointment completion separate.
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
- A payment notification does not complete the appointment.
- Missing provider assignment prevents provider targeting.
- Review payment reversals separately.
- 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.