Add Multiple Appointments on the Same Invoice
Here's how to add 2 (or more) appointments on the same invoice:
1. Click on the appointment box in your schedule
2. Select the
Billing tab
3. Click on the
Invoice button
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471be32ce7ed0fb091c659/file-3JVpUHT9C6.png)
4. Click
+ Appointment /
Class to add a past or future appointment, or a class that has already taken place or not yet
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471c09c1688a6d26a7c446/file-LkXJdfhlZt.png)
5. Filter the list according to its
Appointments or
Group Classes, if the sessions are
Past or
Upcoming and if they are
Active and/or
Canceled
6. Check the sessions you want to add to this invoice
7.
Add
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471cd52ce7ed0fb091c666/file-Vt8aKYZyd7.png)
8. Thereafter, make the payment, either by credit card by clicking on the
Pay button or on
+ Payment for any other payment mode
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471d2c2ce7ed0fb091c669/file-UGWagZvC9b.png)
9. You will be asked to confirm the amount (so you can split the amount in half, if two payment methods are used, for example).
Continue
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471d49ab585b230a8a790c/file-mcFi43ZPMc.png)
10. All you have to do is
Send the invoice
by email, or
Print it / save it in PDF format
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471d97c1e53608cf9ef69e/file-xy4aaDeqLW.png)
To add a service / product that is not linked to an appointment (past or future) directly:
First follow steps 1-3 above, then:
4. Click
+ Service
5. Select the desired service from the drop-down list, then modify the
Service Date,
Quantity and
Unit Price, if necessary
6. Save
To issue a refund:
- Click x Refund
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471da12ce7ed0fb091c66e/file-vdhAkbeVVX.png)
To delete an item on the invoice:
- Click on the trash can icon, to remove the second service that was added. *Note that it is not possible to delete the main service
![](http://d33v4339jhl8k0.cloudfront.net/docs/assets/552ec190e4b02f603f687c41/images/62471db6ab585b230a8a790f/file-bjN21fNBE0.png)