Appointments & Scheduling · How-to guide

Automatically create an invoice for an eligible booking

Pixie CRM guidance. Follow the route for your workspace, check your role and enabled modules, and verify the result before moving on.

Follow this guide to generate a CRM invoice after a qualifying paid-service booking by an authenticated client contact.

Audience: Staff who manage appointmentsFeature: Automatic invoice creationModule v1.3.6

Jump to steps

Where to goAppointments > Settings > Invoice / Client booking

Before you startThis guide follows the supplied Pixie CRM Appointments & Scheduling module version 1.3.6. The relevant access is Appointments: View. A menu, button, provider, time slot or client action can remain hidden when the signed-in user lacks the required permission, the module setting is disabled, the related record is in an ineligible state, or availability validation rejects the request.

What you’ll accomplish

Generate a CRM invoice after a qualifying paid-service booking by an authenticated client contact. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.

How it works

Automatic invoice logic applies only when the module invoice option is enabled.

The booking must be external, created by a logged-in contact, linked to a paid service and have no existing invoice.

The configured tax mode is applied and the new invoice identifier is stored on the appointment.

Follow these steps

Enable and configure appointment invoicing.
Set a positive price on the active service.
Sign in as an authorised customer contact.
Book the eligible service.
Go to the appointment and verify its linked invoice.

Settings to check

Authenticated clientLogged-in contact supplying customer billing context.

External bookingClient-facing source required by the automatic flow.

Paid serviceService price greater than the free/zero case.

No existing invoiceDuplicate-prevention condition.

Check it worked

After this workflow completes, Pixie CRM keeps the appointment and its supported relationships connected. Reopen the appointment and verify the saved status, date, timezone, customer or lead, service, provider, attendees, reminder state, calendar or meeting reference, invoice reference and history that apply to this feature. External email, SMS, Google, Microsoft or payment outcomes must be checked separately from the Pixie CRM database save.

Open the saved appointment and confirm the final status and source.
Check the participant, provider, timing and timezone from the full detail page.
Review the relevant table filter, calendar, history, report or linked invoice instead of relying only on a success message.

Common mistakes to avoid

Guest booking alone does not meet the authenticated-contact condition.
A free service should not generate a paid invoice.
Verify tax and invoice status before customer communication.
Use the least destructive correction and retain the appointment history when the booking existed operationally.
Never bypass a permission, availability, approval, client-access or verification control by changing an unrelated route or setting.

Scheduling and data safetyAppointment changes can notify customers, reserve provider time, update remote calendars, create meeting links or invoices and alter reports. Confirm the exact record, timezone, status and recipients before saving.

Browse connected topics:invoice client portal service customers tax payment check report approval appointment scheduling provider availability booking form

Was this guide useful?Your response is stored only in this browser.

Automatically create an invoice for an eligible booking

What you’ll accomplish

How it works

Follow these steps

Settings to check

Check it worked

Common mistakes to avoid

Related guides