Viewing Appointments Associated with an Invoice

1. Navigate to the Invoices Section

  • Go to the Billing section in the left pane and click on Invoices.

2. Click on the Open Invoices Tab

  • At the top of the page, click the Open Invoices tab to view the list of Open Invoices.

3. Open the Invoice Details

  • Click anywhere on the invoice line to open its details.

4. View Appointments

  • Once in the Invoice Details page, click on the Appointments tab.

  • You will see a list of all appointments that contributed to the creation of the selected invoice, including the date, time, and staff member associated with each appointment.


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