Hi @SR_, thank you so much for your post! Happy to answer your question.
So at the moment, adding appointments to invoices is not possible and is considered a feature request. I think it's a smart idea though, so I'll def link our product team this post for better visibility.
As a workaround though, you could set up a recurring invoice that is sent to your customer based on how many times a month they receive your service. This will also allow you to link a specific service to that invoice.
To create a recurring invoice series online:
- Go to Payments > Invoices in your online Square Dashboard.
- Click Recurring > Create Recurring Series.
- Select a customer from your Customer Directory, or enter a new name and email address or phone number. You can enter up to nine recipients.
- If the customer already has a payment card(s) saved to their directory profile, choose the card to be charged from the Invoice Method dropdown. If you’d like to let your customer opt in for Automatic Payments using Card on File, toggle Allow Automatic Payments on. This gives your customers the option to securely save their payment card on file and be charged automatically on the due date of each invoice within the recurring series.
- Select the start date, the recurrence frequency and the end date.
- Fill out the rest of the invoice including any discounts.
- Click Schedule or Charge if sending immediately.
Note: Be aware that your customers will still need to book using your booking system as there is no way to automatically book your customer after sending the invoice out to them.
Hope this helps! Let me know if you need anything else. 😊
