Checkout an Appointment from Daily Schedule

Overview

This guide explains how to complete an appointment checkout starting from the Daily Schedule view. Use this method when handling same-day bookings or when you prefer working from the list format.

Steps

1. Go to Daily Schedule

• From the left-hand menu, select Appointments > Daily Schedule. 
• Confirm the date at the top right of the page matches the day of the appointment. 
  Tip: If you don’t see the appointment, make sure you’re on the correct date.

2. Locate the Appointment

• Scroll through the Upcoming Appointments list to find the correct booking.

3. Open the Action Menu

• On the far right of the row for the appointment, click the Action icon (three stacked lines).

4. Select “Generate Bill”

• From the dropdown menu, choose Generate Bill. 
• This will open the invoice creation screen.

5. Review & Adjust the Invoice

• Check the customer name, services, quantities, and pricing. 
• Make any necessary adjustments before proceeding.

6. Complete the Checkout

• Choose one of the following:
  • Accept Payment – process payment immediately. 
  • Email Invoice – send the invoice to the customer for payment. 
  • Save Invoice – save for later processing.