Paid Appointments and Invoices

Put a price on an appointment and Akaunting invoices every booking for you. The booking waits for the payment and is approved as soon as the invoice is paid, whether your customer pays online or you record the payment.

Setting a Price

1. Open the appointment with Edit, or create a new one.
2. Select Paid as the Appointment Type and enter the Amount.
3. Click Save.

The Invoice of a Booking

When a paid appointment is booked:

1. Akaunting creates an invoice for the customer, dated today and due on the day of the appointment. Its line is the appointment, with the date and time of the booking.
2. The invoice is marked as sent, and the customer gets an email with a link to see and pay it.
3. The booking waits as Waiting for payment.

With Approval Control on, the booking first waits as Waiting for approval, and the invoice is created when you click Send on the booking’s page.

Tip: Each appointment is one item under Items, made the first time it’s booked, so your sales reports add up each appointment’s income. The invoice uses your default income category and currency.

Getting Paid

The booking is approved, and the customer gets the appointment’s details by email, as soon as the invoice is paid in full:

• Online: your customer pays from the invoice’s link or the client portal, with your payment app.
• Recorded by you: open the invoice and click Add Payment, or match a bank transaction to it.

A partial payment leaves the booking waiting until the rest is paid.

Note: To confirm a booking before it’s paid, for example when the customer pays on the day, click Approve on the booking’s page. The invoice stays open until it’s paid.

Cancelling a Paid Booking

Cancelling a booking, by you or by the customer, also cancels its unpaid invoice. An invoice that already has a payment stays as it is, so you can refund the customer and settle the invoice yourself.

Income from Appointments

The Appointment Income report adds up the invoices of paid bookings by the day of the booking, by appointment or by employee. See Settings, Emails and Reports.