When a client cancels, you can still invoice the appointment if your cancellation policy allows it, for example, to charge a short-notice cancellation fee.
In this guide, we'll show you how to invoice a cancelled appointment from the calendar or the invoices page, including group appointments.
How-to
Invoice for a cancelled appointment
Navigate to the Calendar tab and select a cancelled appointment.
In the appointment side panel, select Add Invoice.
Complete the invoice as usual.
Invoice a cancelled appointment from the Invoices page
You can also find cancelled appointments from the Invoices page, which groups appointments by status.
Go to Invoices.
Locate the cancelled appointment by its status.
Click Add Invoice.
Invoice a client who cancels a group appointment
You can also invoice a client who cancels their group appointment.
Navigate to the Calendar tab and select the group appointment.
Select the client who has cancelled, and click Add Invoice.
Things to Note
Whether a cancelled appointment can be invoiced, and any fee applied, depends on your cancellation reasons and rules. See Set up cancellation reasons and rules for appointments.
For NDIS, if you've set a cancellation item code on the service, splose can apply it automatically on the cancellation invoice.
Troubleshooting and FAQs
The NDIS cancellation code isn't showing on my cancelled-appointment invoice. How do I apply it?
The NDIS cancellation code isn't showing on my cancelled-appointment invoice. How do I apply it?
Set the item cancellation code on the service (Settings › Services) and choose Apply to existing appointments so it applies to appointments booked before you added the code. The code then populates on the invoice. Included travel/non-labour can be zeroed or moved to a separate invoice.