How To Convert an Appointment to a Bill : Knowledge Base

Overview

Converting an appointment into a bill in Punchey lets you seamlessly transition from scheduling to payment. By navigating to the Appointments tab and generating a linked invoice, you can ensure accurate billing and streamline your customer workflow. This convenient feature helps you close out appointments quickly and professionally.

How to:

Click on the “Appointments” tab
Click the little invoice icon with the gear and select “Confirmed” from the drop down menu
Then, under the same icon, click “Generate Bill”
When the bill pops up, click the blue “Save Invoice” button
From there you can Accept Payment for the services provided during the appointment

How To Convert an Appointment to a Bill

Overview

How to:

Click on the “Appointments” tab

Click the little invoice icon with the gear and select “Confirmed” from the drop down menu

Then, under the same icon, click “Generate Bill”

When the bill pops up, click the blue “Save Invoice” button

From there you can Accept Payment for the services provided during the appointment