How do you invoice an appointment booked online?
4appointments issues no invoices; you export the booking data and invoice with your own tool.
Payments and deposits
4appointments is a booking tool. It doesn’t issue invoices or receipts, and it doesn’t connect to a tax or e-invoicing system. Here’s what it does give you for invoicing and how to work with it alongside the tool you already use.
When a client books, the booking holds the service, its duration, the date and time and the price as listed on the service. It doesn’t hold any client tax details, so you collect those yourself if a client needs a company invoice.
To invoice, first confirm the booking in the panel and, once the service has been delivered, enter the details into your invoicing tool by hand. You can export the bookings list as CSV, XML or PDF to have the dates, services and amounts in front of you.
The manual client list lets you keep a client’s name, email and phone, which is useful when you prepare an invoice. Bookings made on the public page don’t create entries in this list, so add the clients you invoice regularly. The reports show an estimated revenue per service, calculated from list prices, which is a planning aid and not an invoice register.
Invoicing rules differ from country to country, and whether a receipt or an invoice is needed depends on your client and on local law, so ask your accountant. The plans give access to other apps in the same ecosystem, with their own data, but nothing is passed from bookings to invoices automatically.
The essentials
- ✓No invoices or receipts are issued by 4appointments
- ✓Export the bookings list as CSV, XML or PDF to prepare invoices
- ✓Estimated revenue in reports is a guide, not an accounting record
Common questions
Must I issue an invoice for every appointment?+
That depends on your client and on the law where you work. The booking tool doesn’t decide this, so ask your accountant what you need to issue.
How is VAT dealt with on appointment invoices?+
4appointments issues no invoices and calculates no tax. Price figures on services are the list prices you enter, and the VAT treatment is handled in your own invoicing tool.
More guides you may find useful
Need bookings that are easy to invoice from?
Export your confirmed bookings and invoice with the tool you trust. The first 12 months of 4appointments are free, with no card, and plans then run from €1 to €8 a month.
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