Checkout an Appointment from Daily Schedule

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.
Locate the Appointment
- Scroll through the Upcoming Appointments list to find the correct booking.
Open the Action Menu
- On the far right of the row for the appointment, click the Action icon (three stacked lines).
Select “Generate Bill”
- From the dropdown menu, choose Generate Bill.
- This will open the invoice creation screen.
Review & Adjust the Invoice
- Check the customer name, services, quantities, and pricing.
- Make any necessary adjustments before proceeding.
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.

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.