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How to Create an Invoice from an Appointment
You can checkout and close appointments in Punchey using two different starting points. Both methods take you to the same invoice and payment process — the difference is how you get there.
Which Method Should I Use?
| Starting Point | When to Use It | How It Works |
|---|---|---|
| Daily Schedule View | Best for handling today’s bookings quickly in a list format. | Shows a table of appointments for the selected date. Use this when you’re working through same-day checkouts or managing a tight schedule. |
| Calendar View | Best for viewing and checking out appointments across multiple days or weeks. | Shows a visual grid of appointments by day/week/month. Useful if you want to navigate to past or future dates or prefer a visual layout. |
Step-by-Step Guides
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Checkout & Close Appointments – Daily Schedule View
Start from the list of upcoming appointments for the day, open the action menu, and generate the bill. -
Checkout & Close Appointments – Calendar View
Start from the visual calendar, click the appointment block, and generate the bill from the pop-up.
Tip
Whichever method you use, you’ll end up at the same Invoice screen, where you can review details, accept payment, email the invoice, or save it for later.