Configure appointment invoice and tax settings
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 choose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax.
What you’ll accomplish
Choose whether eligible client bookings can create invoices and whether service amounts use no tax, a custom tax or a system tax. It uses Pixie CRM's permission-aware appointment, availability, status and integration flow rather than an unconnected diary entry.
How it works
The module option controlling invoice creation is evaluated for eligible external logged-in client bookings.
Tax mode supports none, custom or system tax selection according to module settings.
These options affect future invoice creation and do not retroactively rewrite existing invoices.
Follow these steps
- Go to Appointments invoice settings.
- Enable or disable the invoice option.
- Select no tax, custom tax or system tax mode.
- Configure the selected tax value or record.
- Save and create a paid-service test booking.
Settings to check
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
- Confirm tax treatment with the organisation's finance policy.
- Do not change settings expecting existing invoices to recalculate.
- Test rounding and currency in the actual CRM invoice.
- 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.