Adding a Billing when Creating a New Appointment

In some cases, you may wish to associate a cost when creating an appointment for a client. This can be accomplished by first entering the details of the appointment on the left and then the details of the cost to be added on the right, then clicking 'Save & Add a Billing' (Only click 'Save' if you do not want to add a billing).

After this, the next step is to fill in the details of the cost in a new billing window, which then adds this cost to the case the appointment was created for.

Set the appointment times up in the Calendar, select the activity or item check box that applies, then click on 'Save and Add a Billing' and the New Billing window will appear...

The new appointment will be visible in the Calendar View, the details of the appointment can be seen by selecting the appointment and clicking the details icon. Details of the appointment, including any associated costs, can be managed here.