Add multiple appointments to a single invoice

We heard you and as of today, you can do this!

Here’s how to do it

Like everything we try to do with Timely, adding appointments to an invoice is super easy.

Just raise an invoice from the calendar as usual. Hopefully you’ve noticed the new button next to the Add product button called Add other appointments.

Click this and away we go!

At this point, Timely looks for all those past and future appointments for that customer where no invoices exist. This is important because if an invoice already exists for an appointment, it will not be included in the selection.

A brand new window pops up with a list of these appointments.

To select everything check the Select all box (at the top), otherwise scan down the list and check those invoices you want to combine.

Once you’re finished, click the Add to invoice button.

Boom! You’re done.

What happens now?

The original invoice will display all of those appointments you just selected. Just click Save and apply any payments as you normally would.

Timely will display the invoice symbol on all the appointments you just added and if you click the View invoice button on any of these appointments — the big new invoice will pop up.

Cool eh!

Have a go and let us know what you think in the comments below.

Next up

The techbots are adding invoicing for classes next. This is being worked on right now so stay tuned (but not for long)!